Filed May 3, 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 | $169,010 | $53,162+217.9% | $91,220+85.3% | $68,494+146.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -18.60% | -3.14%-15.5pp | 114.01%-132.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $5,427 | $1,709+217.5% | $2,850+90.4% | $2,596+109.0% |
| Participant deferral / active EE | $7,956 | $2,974+167.6% | $4,234+87.9% | $4,027+97.6% |
| Admin fee / account holder | $44 | $4,493-99.0% | $5,420-99.2% | $5,403-99.2% |