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 | $76,722 | $64,839+18.3% | $95,585-19.7% | $84,808-9.5% |
| Participation rate | 97.9% | 63.8%+34.1pp | 72.1%+25.8pp | 68.3%+29.6pp |
| Annual return | 3.76% | -670.96%+674.7pp | 38.56%-34.8pp | 40.90%-37.1pp |
| Employer contribution / active EE | $5,303 | $1,759+201.5% | $2,527+109.9% | $2,631+101.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4 | $5,964-99.9% | $6,127-99.9% | $7,344-100.0% |