Filed February 20, 2002 (most recent of 2 filings on file)
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 7-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 | $63,246 | $44,007+43.7% | $154,107-59.0% | $68,904-8.2% |
| Participation rate | 76.7% | 70.0%+6.6pp | 83.0%-6.4pp | 74.1%+2.5pp |
| Annual return | -4.12% | 8.15%-12.3pp | 735.12%-739.2pp | 1.07%-5.2pp |
| Employer contribution / active EE | $965 | $1,732-44.3% | $5,298-81.8% | $2,540-62.0% |
| Participant deferral / active EE | $3,436 | $2,813+22.1% | $5,081-32.4% | $4,015-14.4% |
| Admin fee / account holder | $15 | $65-76.1% | $13,411-99.9% | $71-78.3% |