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 | $81,129 | $61,774+31.3% | $97,226-16.6% | $80,856+0.3% |
| Participation rate | 98.7% | 63.5%+35.2pp | 72.7%+26.0pp | 67.6%+31.1pp |
| Annual return | 5.73% | -557.90%+563.6pp | 75.13%-69.4pp | 35.59%-29.9pp |
| Employer contribution / active EE | $7,145 | $1,837+289.0% | $2,729+161.8% | $2,755+159.3% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4 | $5,166-99.9% | $5,654-99.9% | $6,918-99.9% |