Filed June 28, 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 6-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,067 | $48,076-37.5% | $78,689-61.8% | $62,891-52.2% |
| Participation rate | 82.1% | 65.2%+16.8pp | 73.6%+8.5pp | 69.3%+12.7pp |
| Annual return | 0.74% | 31.35%-30.6pp | 62.18%-61.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $2,117 | $2,015+5.1% | $2,851-25.8% | $2,281-7.2% |
| Participant deferral / active EE | $1,460 | $2,588-43.6% | $3,517-58.5% | $3,203-54.4% |
| Admin fee / account holder | $181 | $3,207-94.4% | $4,510-96.0% | $4,296-95.8% |