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 | $133,664 | $82,978+61.1% | $129,995+2.8% | $71,457+87.1% |
| Participation rate | 97.6% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.7pp |
| Annual return | 35.26% | 20.60%+14.7pp | -137.18%+172.4pp | 28.85%+6.4pp |
| Employer contribution / active EE | $6,963 | $2,622+165.6% | $4,320+61.2% | $2,588+169.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $1,729-99.9% | $10,614-100.0% | $1,587-99.9% |