Filed June 18, 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 | $67,685 | $74,089-8.6% | $133,980-49.5% | $55,167+22.7% |
| Participation rate | 95.1% | 84.3%+10.8pp | 87.1%+8.1pp | 69.0%+26.1pp |
| Annual return | 8.13% | 12.11%-4.0pp | 29.30%-21.2pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,880 | $3,064-38.6% | $5,211-63.9% | $1,963-4.2% |
| Participant deferral / active EE | $2,943 | $4,678-37.1% | $6,282-53.1% | $3,054-3.6% |
| Admin fee / account holder | $14 | $458-96.9% | $9,324-99.8% | $504-97.2% |