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 | $97,922 | $48,795+100.7% | $65,493+49.5% | $84,808+15.5% |
| Participation rate | 79.7% | 67.0%+12.8pp | 73.1%+6.7pp | 68.3%+11.4pp |
| Annual return | 16.80% | 20.20%-3.4pp | 982.45%-965.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,131 | $1,930+165.9% | $2,574+99.3% | $2,631+95.0% |
| Participant deferral / active EE | $3,218 | $2,928+9.9% | $3,961-18.7% | $4,212-23.6% |
| Admin fee / account holder | $94 | $3,877-97.6% | $5,028-98.1% | $7,344-98.7% |