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 | $39,909 | $48,795-18.2% | $65,493-39.1% | $84,808-52.9% |
| Participation rate | 70.4% | 67.0%+3.4pp | 73.1%-2.7pp | 68.3%+2.1pp |
| Annual return | 10.31% | 20.20%-9.9pp | 982.45%-972.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,862 | $1,930-3.5% | $2,574-27.7% | $2,631-29.2% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $289 | $3,877-92.5% | $5,028-94.3% | $7,344-96.1% |