Filed January 1, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,524 | $100,041+51.5% | $149,718+1.2% | $70,131+116.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.58% | 27.43%-12.8pp | 1501.63%-1487.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,456 | $3,662-5.6% | $5,445-36.5% | $2,342+47.6% |
| Participant deferral / active EE | $10,233 | $4,983+105.4% | $6,569+55.8% | $3,332+207.1% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |