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 | $201,154 | $109,359+83.9% | $162,163+24.0% | $72,985+175.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 24.16% | 25.46%-1.3pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $3,885 | $3,907-0.6% | $5,614-30.8% | $2,440+59.2% |
| Participant deferral / active EE | $10,540 | $5,481+92.3% | $7,298+44.4% | $3,607+192.2% |
| Admin fee / account holder | $122 | $7,972-98.5% | $10,843-98.9% | $5,124-97.6% |