Filed May 27, 2003
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 | $27,089 | $66,124-59.0% | $90,404-70.0% | $73,488-63.1% |
| Participation rate | 98.1% | 69.7%+28.4pp | 72.7%+25.4pp | 70.7%+27.4pp |
| Annual return | 13.48% | 17.65%-4.2pp | 1293.02%-1279.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $4,530 | $2,346+93.1% | $3,262+38.9% | $2,270+99.6% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $5,611-100.0% | $513-100.0% |