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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,739 | $64,286-70.9% | $90,951-79.4% | $73,409-74.5% |
| Participation rate | 97.6% | 63.6%+34.0pp | 69.0%+28.6pp | 72.2%+25.4pp |
| Annual return | -26.39% | 21.45%-47.8pp | 134.60%-161.0pp | 59.29%-85.7pp |
| Employer contribution / active EE | $902 | $895+0.8% | $2,122-57.5% | $2,234-59.6% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $4 | $287-98.5% | $5,959-99.9% | $158-97.2% |