Filed March 14, 2002
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,451 | $69,745-1.9% | $67,511+1.4% | $74,546-8.2% |
| Participation rate | 96.9% | 71.3%+25.6pp | 72.9%+24.0pp | 67.2%+29.7pp |
| Annual return | 11.87% | -40.37%+52.2pp | 3517.41%-3505.5pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,839 | $2,705-32.0% | $2,733-32.7% | $2,624-29.9% |
| Participant deferral / active EE | $3,385 | $3,636-6.9% | $4,000-15.4% | $4,347-22.1% |
| Admin fee / account holder | $47 | $894-94.7% | $3,999-98.8% | $1,944-97.6% |