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 | $86,463 | $53,822+60.6% | $75,696+14.2% | $85,850+0.7% |
| Participation rate | 78.2% | 69.1%+9.1pp | 74.8%+3.4pp | 69.3%+8.9pp |
| Annual return | 12.78% | 24.54%-11.8pp | 104.53%-91.7pp | 318.53%-305.8pp |
| Employer contribution / active EE | $5,150 | $2,017+155.4% | $2,743+87.8% | $2,565+100.8% |
| Participant deferral / active EE | $2,699 | $2,895-6.8% | $3,821-29.4% | $3,952-31.7% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |