Filed May 20, 2002
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $215,169-100.0% | $88,497-100.0% | - |
| Participation rate | 0.0% | 66.0%-66.0pp | 82.4%-82.4pp | - |
| Annual return | 0.00% | 8.06%-8.1pp | 7.63%-7.6pp | - |
| Employer contribution / active EE | $0 | $1,713-100.0% | $4,036-100.0% | - |
| Participant deferral / active EE | $0 | $2,837-100.0% | $4,899-100.0% | - |
| Admin fee / account holder | $0 | $27,681-100.0% | $6,220-100.0% | - |