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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,715 | $120,057+3.0% | $75,696+63.4% | $93,030+33.0% |
| Participation rate | 96.8% | 77.3%+19.5pp | 74.8%+22.0pp | 73.9%+22.9pp |
| Annual return | 16.31% | 19.62%-3.3pp | 104.53%-88.2pp | 158.70%-142.4pp |
| Employer contribution / active EE | $4,330 | $3,253+33.1% | $2,743+57.9% | $2,706+60.0% |
| Participant deferral / active EE | $11,604 | $4,089+183.8% | $3,821+203.6% | $4,562+154.3% |
| Admin fee / account holder | $7 | $81-91.8% | $3,619-99.8% | $152-95.6% |