Filed August 28, 2003
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 10-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 | $134,047 | $82,279+62.9% | $77,999+71.9% | $63,975+109.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 15.50% | 11.20%+4.3pp | 425.96%-410.5pp | 48.65%-33.1pp |
| Employer contribution / active EE | $5,306 | $3,297+60.9% | $2,470+114.8% | $2,182+143.2% |
| Participant deferral / active EE | $6,711 | $4,538+47.9% | $3,497+91.9% | $3,356+99.9% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |