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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,669 | $138,347+9.6% | $184,203-17.7% | $80,856+87.6% |
| Participation rate | 96.7% | 83.9%+12.9pp | 86.8%+9.9pp | 67.6%+29.1pp |
| Annual return | 19.15% | 20.02%-0.9pp | 28.81%-9.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $6,178 | $4,850+27.4% | $6,427-3.9% | $2,755+124.3% |
| Participant deferral / active EE | $7,086 | $7,071+0.2% | $9,131-22.4% | $4,296+64.9% |
| Admin fee / account holder | $2 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |