Filed February 3, 2000 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,055 | $62,586+139.8% | $76,768+95.5% | $64,186+133.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.87% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,323 | $1,832+136.0% | $2,485+73.9% | $2,381+81.6% |
| Participant deferral / active EE | $7,075 | $3,145+125.0% | $3,852+83.7% | $3,470+103.9% |
| Admin fee / account holder | $150 | $4,667-96.8% | $6,675-97.8% | $4,888-96.9% |