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 | $109,734 | $73,367+49.6% | $68,793+59.5% | $73,367+49.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 72.2%+27.8pp | 69.5%+30.5pp |
| Annual return | -1.37% | 173.45%-174.8pp | -4.63%+3.3pp | 173.45%-174.8pp |
| Employer contribution / active EE | $3,326 | $2,499+33.1% | $2,625+26.7% | $2,499+33.1% |
| Participant deferral / active EE | $8,314 | $4,033+106.2% | $3,311+151.1% | $4,033+106.2% |
| Admin fee / account holder | $0 | $68-100.0% | $5,131-100.0% | $68-100.0% |