Filed March 8, 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 | $293,511 | $176,377+66.4% | $134,143+118.8% | $158,922+84.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.43% | 63.63%-44.2pp | 36.33%-16.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $5,944 | $5,040+17.9% | $3,704+60.5% | $4,761+24.8% |
| Participant deferral / active EE | $14,495 | $4,091+254.3% | $3,499+314.3% | $5,982+142.3% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |