Filed February 5, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,334 | $183,963-21.0% | $162,163-10.4% | $152,861-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.52% | 150.76%-130.2pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $10,871 | $6,371+70.6% | $5,614+93.6% | $4,762+128.3% |
| Participant deferral / active EE | $2,734 | $8,034-66.0% | $7,298-62.5% | $5,850-53.3% |
| Admin fee / account holder | $239 | $13,121-98.2% | $10,843-97.8% | $11,596-97.9% |