Filed April 13, 2000
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 | $46,159 | $78,422-41.1% | $95,952-51.9% | $79,858-42.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.40% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,619 | $1,945+34.6% | $2,541+3.1% | $2,471+6.0% |
| Participant deferral / active EE | $2,073 | $3,440-39.7% | $4,167-50.3% | $3,740-44.6% |
| Admin fee / account holder | $46 | $5,622-99.2% | $6,795-99.3% | $5,306-99.1% |