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 | $151,111 | $197,591-23.5% | $177,821-15.0% | $158,922-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.47% | 58.76%-47.3pp | 48.32%-36.9pp | 302.83%-291.4pp |
| Employer contribution / active EE | $10,145 | $6,697+51.5% | $5,918+71.4% | $4,761+113.1% |
| Participant deferral / active EE | $2,871 | $8,405-65.8% | $7,714-62.8% | $5,982-52.0% |
| Admin fee / account holder | $68 | $15,399-99.6% | $12,427-99.4% | $11,246-99.4% |