Filed October 10, 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 9-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 | $177,440 | $52,660+237.0% | $86,612+104.9% | $80,160+121.4% |
| Participation rate | 95.8% | 62.4%+33.4pp | 71.7%+24.1pp | 72.9%+22.9pp |
| Annual return | 18.44% | 24.87%-6.4pp | 591.07%-572.6pp | 40.38%-21.9pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $3,022-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $10,907 | $3,215+239.2% | $4,438+145.8% | $5,017+117.4% |
| Admin fee / account holder | $40 | $113-64.1% | $5,614-99.3% | $145-72.1% |