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.
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 | $117,881 | $80,976+45.6% | $75,670+55.8% | $80,976+45.6% |
| Participation rate | 96.8% | 68.3%+28.5pp | 72.3%+24.4pp | 68.3%+28.5pp |
| Annual return | 8.19% | 22.91%-14.7pp | 27.34%-19.1pp | 22.91%-14.7pp |
| Employer contribution / active EE | $5,000 | $2,402+108.1% | $2,352+112.6% | $2,402+108.1% |
| Participant deferral / active EE | $11,561 | $3,848+200.4% | $3,142+267.9% | $3,848+200.4% |
| Admin fee / account holder | $0 | $67-100.0% | $5,800-100.0% | $67-100.0% |