Filed March 6, 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.
See the 5-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 | $82,599 | $73,638+12.2% | $95,952-13.9% | $73,488+12.4% |
| Participation rate | 93.5% | 76.2%+17.4pp | 77.1%+16.5pp | 70.7%+22.9pp |
| Annual return | 0.00% | 16.78%-16.8pp | 91.61%-91.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $3,848 | $1,863+106.5% | $2,541+51.4% | $2,270+69.5% |
| Participant deferral / active EE | $3,654 | $3,617+1.0% | $4,167-12.3% | $3,740-2.3% |
| Admin fee / account holder | $7 | $482-98.5% | $6,795-99.9% | $513-98.6% |