Filed March 13, 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.
Participant contribution per participant 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 | $36,897 | $63,924-42.3% | $108,579-66.0% | $55,167-33.1% |
| Participation rate | 91.5% | 74.3%+17.2pp | 79.6%+11.9pp | 69.0%+22.5pp |
| Annual return | 0.00% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $4,179 | $1,879+122.4% | $3,758+11.2% | $1,963+112.9% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |