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 | $51,540 | $58,264-11.5% | $86,612-40.5% | $71,457-27.9% |
| Participation rate | 70.3% | 65.0%+5.3pp | 71.7%-1.4pp | 67.9%+2.3pp |
| Annual return | 17.81% | 21.63%-3.8pp | 591.07%-573.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,321 | $3,436+54.9% | $4,438+19.9% | $4,289+24.1% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,614-100.0% | $1,587-100.0% |