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 | $78,603 | $65,435+20.1% | $86,677-9.3% | $66,914+17.5% |
| Participation rate | 93.8% | 75.5%+18.4pp | 76.6%+17.3pp | 69.8%+24.0pp |
| Annual return | -11.88% | -10.89%-1.0pp | 35.91%-47.8pp | 1.58%-13.5pp |
| Employer contribution / active EE | $4,327 | $2,153+101.0% | $2,836+52.6% | $2,544+70.1% |
| Participant deferral / active EE | $3,883 | $4,100-5.3% | $4,656-16.6% | $4,237-8.3% |
| Admin fee / account holder | $14 | $642-97.9% | $7,493-99.8% | $593-97.7% |