Filed April 22, 2003
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 | $63,426 | $63,861-0.7% | $104,607-39.4% | $79,858-20.6% |
| Participation rate | 98.3% | 64.9%+33.4pp | 74.1%+24.3pp | 69.6%+28.7pp |
| Annual return | -43.39% | 21.30%-64.7pp | 340.46%-383.9pp | 31.71%-75.1pp |
| Employer contribution / active EE | $10,663 | $1,588+571.4% | $2,681+297.8% | $2,471+331.6% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $4,185-99.9% | $6,473-99.9% | $5,306-99.9% |