Filed November 27, 2002
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 10-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 | $31,632 | $61,052-48.2% | $142,863-77.9% | $79,386-60.2% |
| Participation rate | 95.7% | 60.1%+35.6pp | 71.9%+23.7pp | 70.7%+25.0pp |
| Annual return | 12.77% | 16.02%-3.2pp | 5637.54%-5624.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $2,126 | $1,481+43.6% | $4,144-48.7% | $2,427-12.4% |
| Participant deferral / active EE | $0 | $2,879-100.0% | $3,837-100.0% | $4,046-100.0% |
| Admin fee / account holder | $25 | $659-96.3% | $6,560-99.6% | $626-96.1% |