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 | $78,685 | $53,162+48.0% | $91,220-13.7% | $68,494+14.9% |
| Participation rate | 92.5% | 63.2%+29.3pp | 73.2%+19.3pp | 67.9%+24.6pp |
| Annual return | -0.70% | -3.14%+2.4pp | 114.01%-114.7pp | -7.84%+7.1pp |
| Employer contribution / active EE | $4,353 | $1,709+154.7% | $2,850+52.7% | $2,596+67.7% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2 | $4,493-100.0% | $5,420-100.0% | $5,403-100.0% |