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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,486 | $53,165+66.4% | $86,188+2.7% | $74,419+18.9% |
| Participation rate | 99.5% | 64.9%+34.7pp | 69.0%+30.6pp | 70.7%+28.8pp |
| Annual return | 3.89% | 22.64%-18.8pp | 1168.45%-1164.6pp | 34.38%-30.5pp |
| Employer contribution / active EE | $5,557 | $1,210+359.3% | $2,380+133.5% | $2,637+110.7% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $9 | $551-98.4% | $6,852-99.9% | $348-97.4% |