Filed September 25, 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 4-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 | $22,260 | $165,984-86.6% | $164,813-86.5% | $145,922-84.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.01% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,706 | $5,273-48.7% | $4,341-37.7% | $4,660-41.9% |
| Participant deferral / active EE | $3,600 | $6,959-48.3% | $6,031-40.3% | $6,688-46.2% |
| Admin fee / account holder | $210 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |