Filed December 16, 1999
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,969 | $176,812+64.0% | $146,665+97.7% | $167,490+73.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.68% | 24.03%-6.4pp | 22.74%-5.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,043 | $5,160-21.6% | $4,136-2.3% | $4,837-16.4% |
| Participant deferral / active EE | $10,810 | $6,440+67.9% | $5,506+96.3% | $6,341+70.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |