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 | $68,661 | $42,894+60.1% | $60,874+12.8% | $68,494+0.2% |
| Participation rate | 77.4% | 66.8%+10.6pp | 73.1%+4.3pp | 67.9%+9.5pp |
| Annual return | -13.12% | -13.98%+0.9pp | 16.90%-30.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,395 | $1,978+122.2% | $2,701+62.7% | $2,596+69.3% |
| Participant deferral / active EE | $2,645 | $2,867-7.8% | $3,817-30.7% | $4,027-34.3% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |