Filed May 29, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,629 | $86,944+4.2% | $107,525-15.7% | $74,304+22.0% |
| Participation rate | 99.5% | 59.6%+39.9pp | 75.1%+24.4pp | 60.3%+39.1pp |
| Annual return | 16.12% | 23.52%-7.4pp | 181.32%-165.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $8,289 | $2,757+200.7% | $3,754+120.8% | $2,241+269.8% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $8 | $3,727-99.8% | $8,919-99.9% | $2,969-99.7% |