Filed August 27, 2001 (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 | $213,368 | $109,359+95.1% | $162,163+31.6% | $72,985+192.3% |
| Participation rate | 70.5% | 84.3%-13.8pp | 87.6%-17.1pp | 69.5%+1.0pp |
| Annual return | 19.05% | 25.46%-6.4pp | 115.59%-96.5pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,395 | $5,481+71.4% | $7,298+28.7% | $3,607+160.4% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |