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 | $151,845 | $69,763+117.7% | $67,502+124.9% | $74,495+103.8% |
| Participation rate | 94.8% | 71.4%+23.4pp | 72.9%+21.9pp | 67.2%+27.6pp |
| Annual return | 12.47% | -40.34%+52.8pp | 3512.12%-3499.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $2,935 | $2,704+8.6% | $2,731+7.5% | $2,623+11.9% |
| Participant deferral / active EE | $4,741 | $3,636+30.4% | $4,000+18.5% | $4,346+9.1% |
| Admin fee / account holder | $1 | $896-99.9% | $3,998-100.0% | $1,942-99.9% |