Filed February 19, 2003
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 | $77,773 | $70,756+9.9% | $65,493+18.7% | $142,382-45.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.79% | 1754.89%-1740.1pp | 982.45%-967.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $6,335 | $2,881+119.9% | $2,574+146.1% | $4,299+47.4% |
| Participant deferral / active EE | $5,138 | $4,637+10.8% | $3,961+29.7% | $6,507-21.0% |
| Admin fee / account holder | $17 | $6,559-99.7% | $5,028-99.7% | $12,624-99.9% |