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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,439 | $84,936+1.8% | $111,297-22.3% | $79,386+8.9% |
| Participation rate | 95.4% | 75.9%+19.6pp | 77.3%+18.1pp | 70.7%+24.7pp |
| Annual return | 9.77% | 17.45%-7.7pp | 54.65%-44.9pp | 116.85%-107.1pp |
| Employer contribution / active EE | $4,101 | $1,979+107.2% | $2,731+50.2% | $2,427+68.9% |
| Participant deferral / active EE | $3,781 | $3,888-2.8% | $4,487-15.7% | $4,046-6.5% |
| Admin fee / account holder | $16 | $537-97.0% | $7,964-99.8% | $626-97.4% |