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 | $31,231 | $63,745-51.0% | $98,442-68.3% | $79,386-60.7% |
| Participation rate | 93.8% | 69.9%+23.9pp | 73.3%+20.4pp | 70.7%+23.0pp |
| Annual return | 12.27% | 625.80%-613.5pp | 1492.73%-1480.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $4,627 | $2,557+81.0% | $2,960+56.3% | $2,427+90.6% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |