Filed December 2, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,041 | $39,122-23.2% | $57,179-47.5% | $62,891-52.2% |
| Participation rate | 96.0% | 70.5%+25.5pp | 75.3%+20.7pp | 69.3%+26.7pp |
| Annual return | 8.11% | 9.23%-1.1pp | 14.59%-6.5pp | 20.14%-12.0pp |
| Employer contribution / active EE | $4,897 | $1,874+161.3% | $2,682+82.5% | $2,281+114.7% |
| Participant deferral / active EE | $1,400 | $2,374-41.0% | $3,096-54.8% | $3,203-56.3% |
| Admin fee / account holder | $231 | $2,592-91.1% | $3,139-92.6% | $4,296-94.6% |