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 | $85,912 | $57,541+49.3% | $95,745-10.3% | $75,163+14.3% |
| Participation rate | 98.4% | 62.5%+35.9pp | 72.3%+26.2pp | 67.2%+31.2pp |
| Annual return | -1.87% | 34.93%-36.8pp | 28.35%-30.2pp | 160.62%-162.5pp |
| Employer contribution / active EE | $7,813 | $1,808+332.2% | $2,835+175.6% | $2,670+192.6% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4 | $4,099-99.9% | $5,678-99.9% | $5,651-99.9% |