Filed September 28, 2001
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 | $502,102 | $176,056+185.2% | $159,436+214.9% | $167,490+199.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.12% | 331.75%-312.6pp | 263.57%-244.5pp | 478.56%-459.4pp |
| Employer contribution / active EE | $11,370 | $5,297+114.7% | $4,829+135.4% | $4,837+135.0% |
| Participant deferral / active EE | $7,503 | $7,750-3.2% | $7,352+2.0% | $6,341+18.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |