Filed November 21, 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 | $47,942 | $57,065-16.0% | $75,670-36.6% | $70,131-31.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.57% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,557 | $1,817+40.8% | $2,352+8.7% | $2,342+9.2% |
| Participant deferral / active EE | $5,915 | $2,580+129.3% | $3,142+88.2% | $3,332+77.5% |
| Admin fee / account holder | $158 | $3,825-95.9% | $5,800-97.3% | $4,645-96.6% |