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 | $82,932 | $48,230+71.9% | $67,502+22.9% | $80,856+2.6% |
| Participation rate | 81.4% | 66.4%+15.0pp | 72.9%+8.5pp | 67.6%+13.8pp |
| Annual return | 12.63% | 18.28%-5.7pp | 3512.12%-3499.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,935 | $2,020+144.4% | $2,731+80.7% | $2,755+79.2% |
| Participant deferral / active EE | $3,013 | $2,924+3.1% | $4,000-24.7% | $4,296-29.9% |
| Admin fee / account holder | $4 | $3,681-99.9% | $3,998-99.9% | $6,918-99.9% |