Filed October 3, 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 | $133,471 | $60,989+118.8% | $60,874+119.3% | $66,914+99.5% |
| Participation rate | 92.6% | 74.5%+18.2pp | 73.1%+19.5pp | 69.8%+22.8pp |
| Annual return | -8.73% | -9.60%+0.9pp | 16.90%-25.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $2,459 | $2,661-7.6% | $2,701-9.0% | $2,544-3.3% |
| Participant deferral / active EE | $4,026 | $3,615+11.4% | $3,817+5.5% | $4,237-5.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |