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 | $317,469 | $152,509+108.2% | $117,472+170.3% | $134,475+136.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.78% | 52.99%-68.8pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,877 | $5,571+23.4% | $4,176+64.7% | $4,740+45.1% |
| Participant deferral / active EE | $15,742 | $4,818+226.8% | $4,070+286.8% | $6,400+146.0% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |