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 | $96,092 | $42,353+126.9% | $79,550+20.8% | $64,808+48.3% |
| Participation rate | 96.5% | 64.8%+31.7pp | 69.5%+27.0pp | 71.5%+25.0pp |
| Annual return | 93.49% | -12.24%+105.7pp | 0.16%+93.3pp | 32.82%+60.7pp |
| Employer contribution / active EE | $7,230 | $1,181+512.4% | $2,413+199.6% | $2,506+188.5% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $11 | $160-93.1% | $6,832-99.8% | $188-94.1% |