Filed May 13, 2002 (most recent of 3 filings on file)
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.
See 1 actuary disclosure. $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 | $0 | $286,844-100.0% | $765,066-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 37.6%-37.6pp |
| Annual return | 38.98% | 5.63%+33.3pp | 8.31%+30.7pp | 9.30%+29.7pp |
| Employer contribution / active EE | $0 | $29,580-100.0% | $21,002-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $188-100.0% | $224-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $12,596-100.0% | $724-100.0% | $12,596-100.0% |