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 | $75,832 | $53,565+41.6% | $172,739-56.1% | $82,204-7.8% |
| Participation rate | 70.5% | 69.6%+0.8pp | 82.6%-12.2pp | 73.4%-2.9pp |
| Annual return | 22.00% | 31.42%-9.4pp | 802.84%-780.8pp | 26.31%-4.3pp |
| Employer contribution / active EE | $938 | $1,857-49.5% | $5,143-81.8% | $2,707-65.3% |
| Participant deferral / active EE | $3,435 | $3,006+14.3% | $5,198-33.9% | $4,246-19.1% |
| Admin fee / account holder | $20 | $61-67.2% | $13,954-99.9% | $76-73.4% |