Filed August 8, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,417 | $96,635+232.6% | $86,612+271.1% | $139,434+130.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 24.79% | 106.41%-81.6pp | 591.07%-566.3pp | 372.94%-348.2pp |
| Employer contribution / active EE | $6,661 | $3,263+104.1% | $3,022+120.4% | $4,751+40.2% |
| Participant deferral / active EE | $6,661 | $4,836+37.7% | $4,438+50.1% | $6,710-0.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |