Filed June 1, 2001
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 4-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 | $100,772 | $86,655+16.3% | $119,609-15.7% | $66,914+50.6% |
| Participation rate | 97.6% | 75.6%+22.1pp | 79.3%+18.4pp | 69.8%+27.8pp |
| Annual return | 47.25% | -8.00%+55.2pp | -14.97%+62.2pp | 1.58%+45.7pp |
| Employer contribution / active EE | $6,514 | $2,536+156.9% | $4,232+53.9% | $2,544+156.0% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $755-99.9% | $10,323-100.0% | $593-99.8% |