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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,530 | $66,402+16.8% | $109,895-29.5% | $85,850-9.7% |
| Participation rate | 92.5% | 63.9%+28.6pp | 74.2%+18.3pp | 69.3%+23.2pp |
| Annual return | 22.71% | 19.59%+3.1pp | 29.45%-6.7pp | 318.53%-295.8pp |
| Employer contribution / active EE | $6,623 | $1,687+292.5% | $2,842+133.0% | $2,565+158.2% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6 | $4,557-99.9% | $6,066-99.9% | $6,260-99.9% |