Filed January 29, 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 | $42,022 | $87,841-52.2% | $133,980-68.6% | $62,891-33.2% |
| Participation rate | 96.7% | 83.4%+13.3pp | 87.1%+9.6pp | 69.3%+27.4pp |
| Annual return | 9.18% | 12.05%-2.9pp | 29.30%-20.1pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,306 | $3,483-62.5% | $5,211-74.9% | $2,281-42.7% |
| Participant deferral / active EE | $9,330 | $4,812+93.9% | $6,282+48.5% | $3,203+191.3% |
| Admin fee / account holder | $60 | $5,371-98.9% | $9,324-99.4% | $4,296-98.6% |