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 | $27,009 | $51,197-47.2% | $82,719-67.3% | $66,914-59.6% |
| Participation rate | 95.1% | 67.8%+27.3pp | 72.6%+22.5pp | 69.8%+25.3pp |
| Annual return | -12.04% | -9.64%-2.4pp | 701.18%-713.2pp | 1.58%-13.6pp |
| Employer contribution / active EE | $4,428 | $2,611+69.6% | $3,009+47.2% | $2,544+74.0% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $416-99.9% | $5,329-100.0% | $593-99.9% |