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 | $73,983 | $46,553+58.9% | $64,056+15.5% | $75,163-1.6% |
| Participation rate | 82.2% | 65.9%+16.3pp | 72.3%+9.9pp | 67.2%+15.0pp |
| Annual return | 15.44% | 26.03%-10.6pp | 33.69%-18.2pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,389 | $1,974+122.4% | $2,747+59.8% | $2,670+64.4% |
| Participant deferral / active EE | $2,596 | $2,837-8.5% | $3,880-33.1% | $4,125-37.1% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |