Filed January 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 | $26,101 | $42,894-39.1% | $60,874-57.1% | $68,494-61.9% |
| Participation rate | 73.3% | 66.8%+6.5pp | 73.1%+0.2pp | 67.9%+5.4pp |
| Annual return | -14.70% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,522 | $1,978-23.0% | $2,701-43.6% | $2,596-41.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $232 | $3,101-92.5% | $3,224-92.8% | $5,403-95.7% |