Filed March 27, 2002
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $464,719 | $165,335+181.1% | $149,696+210.4% | $158,922+192.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.38% | 348.15%-335.8pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $16,089 | $5,103+215.3% | $4,644+246.4% | $4,761+237.9% |
| Participant deferral / active EE | $4,413 | $7,181-38.6% | $6,842-35.5% | $5,982-26.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |