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.
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 | $29,173 | $46,553-37.3% | $64,056-54.5% | $75,163-61.2% |
| Participation rate | 73.6% | 65.9%+7.6pp | 72.3%+1.3pp | 67.2%+6.4pp |
| Annual return | 11.44% | 26.03%-14.6pp | 33.69%-22.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,571 | $1,974-20.4% | $2,747-42.8% | $2,670-41.2% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $214 | $2,952-92.8% | $3,068-93.0% | $5,651-96.2% |