Filed August 1, 2001 (most recent of 3 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $748,033 | $82,917+802.1% | $103,333+623.9% | $77,643+863.4% |
| Participation rate | 99.4% | 71.6%+27.8pp | 74.5%+24.8pp | 70.6%+28.8pp |
| Annual return | 29.62% | 19.13%+10.5pp | 24.88%+4.7pp | 31.24%-1.6pp |
| Employer contribution / active EE | $6,624 | $3,552+86.5% | $3,868+71.2% | $2,726+143.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $10 | $638-98.5% | $8,355-99.9% | $430-97.7% |