Filed September 23, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,366 | $110,094+24.8% | $151,611-9.4% | $68,494+100.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -25.97% | -10.12%-15.8pp | 3.33%-29.3pp | -7.84%-18.1pp |
| Employer contribution / active EE | $5,864 | $4,471+31.2% | $6,166-4.9% | $2,596+125.8% |
| Participant deferral / active EE | $7,072 | $6,527+8.3% | $8,363-15.4% | $4,027+75.6% |
| Admin fee / account holder | $1 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |