Filed January 22, 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 6-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 | $38,153 | $65,041-41.3% | $90,951-58.1% | $79,858-52.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $8,849 | $1,247+609.5% | $2,122+317.0% | $2,471+258.1% |
| Participant deferral / active EE | $4,220 | $2,512+68.0% | $3,373+25.1% | $3,740+12.8% |
| Admin fee / account holder | $128 | $4,536-97.2% | $5,959-97.9% | $5,306-97.6% |