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 | $49,833 | $50,956-2.2% | $96,562-48.4% | $86,799-42.6% |
| Participation rate | 97.4% | 65.2%+32.2pp | 69.8%+27.6pp | 72.3%+25.1pp |
| Annual return | 93.04% | 21.27%+71.8pp | 37.78%+55.3pp | 97.91%-4.9pp |
| Employer contribution / active EE | $14,068 | $1,111+1166.5% | $2,356+497.0% | $2,405+484.9% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $14 | $166-91.8% | $6,181-99.8% | $170-92.0% |