Filed July 6, 2000
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 | $168,101 | $160,055+5.0% | $140,016+20.1% | $135,375+24.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.28% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,012 | $6,420-53.1% | $5,606-46.3% | $4,779-37.0% |
| Participant deferral / active EE | $8,758 | $7,642+14.6% | $6,927+26.4% | $5,609+56.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |