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 | $31,286 | $58,264-46.3% | $86,612-63.9% | $71,457-56.2% |
| Participation rate | 95.4% | 65.0%+30.4pp | 71.7%+23.7pp | 67.9%+27.5pp |
| Annual return | 14.86% | 21.63%-6.8pp | 591.07%-576.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $4,150 | $2,574+61.2% | $3,022+37.3% | $2,588+60.4% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,438-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |