Filed August 19, 2002 (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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,871 | $69,651+7.5% | $63,517+17.9% | $69,651+7.5% |
| Participation rate | 92.9% | 66.6%+26.3pp | 71.0%+21.9pp | 66.6%+26.3pp |
| Annual return | 1.53% | 53.77%-52.2pp | -70.30%+71.8pp | 53.77%-52.2pp |
| Employer contribution / active EE | $1,856 | $2,241-17.2% | $2,322-20.1% | $2,241-17.2% |
| Participant deferral / active EE | $4,255 | $3,635+17.0% | $2,953+44.1% | $3,635+17.0% |
| Admin fee / account holder | $0 | $63-100.0% | $5,892-100.0% | $63-100.0% |