Filed December 27, 2001
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 7-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 | $19,347 | $35,485-45.5% | $74,550-74.0% | $55,725-65.3% |
| Participation rate | 99.5% | 62.5%+36.9pp | 69.1%+30.3pp | 70.9%+28.6pp |
| Annual return | 0.00% | 0.72%-0.7pp | 32.53%-32.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $4,174 | $777+437.0% | $1,961+112.9% | $2,078+100.9% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |