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 | $106,033 | $54,193+95.7% | $93,606+13.3% | $77,643+36.6% |
| Participation rate | 87.1% | 63.9%+23.2pp | 68.7%+18.4pp | 70.6%+16.5pp |
| Annual return | 9.99% | 30.54%-20.6pp | 133.20%-123.2pp | 31.24%-21.2pp |
| Employer contribution / active EE | $8,707 | $1,168+645.4% | $2,420+259.8% | $2,726+219.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $12 | $576-98.0% | $8,285-99.9% | $430-97.3% |