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 | $34,902 | $45,073-22.6% | $69,455-49.7% | $72,985-52.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.94% | 22.65%-6.7pp | 28.97%-13.0pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,381 | $2,054-32.8% | $2,779-50.3% | $2,440-43.4% |
| Participant deferral / active EE | $985 | $2,602-62.1% | $3,535-72.1% | $3,607-72.7% |
| Admin fee / account holder | $297 | $3,056-90.3% | $3,839-92.3% | $5,124-94.2% |