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.
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 | $146,341 | $67,984+115.3% | $65,493+123.4% | $74,304+96.9% |
| Participation rate | 96.5% | 66.3%+30.2pp | 73.1%+23.4pp | 60.3%+36.2pp |
| Annual return | 9.72% | 19.87%-10.1pp | 982.45%-972.7pp | 29.43%-19.7pp |
| Employer contribution / active EE | $3,084 | $2,491+23.8% | $2,574+19.8% | $2,241+37.6% |
| Participant deferral / active EE | $4,803 | $3,346+43.5% | $3,961+21.3% | $3,767+27.5% |
| Admin fee / account holder | $3 | $1,373-99.8% | $5,028-99.9% | $2,969-99.9% |