Filed September 30, 2002 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,121 | $96,018+202.2% | $65,493+343.0% | $85,563+239.1% |
| Participation rate | 96.3% | 74.8%+21.5pp | 73.1%+23.2pp | 66.0%+30.4pp |
| Annual return | 14.96% | 14.51%+0.5pp | 982.45%-967.5pp | 31.51%-16.6pp |
| Employer contribution / active EE | $21,827 | $3,235+574.7% | $2,574+747.9% | $2,654+722.5% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $22 | $271-91.8% | $5,028-99.6% | $834-97.3% |