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 | $104,662 | $69,515+50.6% | $86,874+20.5% | $85,850+21.9% |
| Participation rate | 84.6% | 66.3%+18.3pp | 71.6%+13.0pp | 69.3%+15.3pp |
| Annual return | 16.37% | 20.12%-3.8pp | 63.52%-47.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,116 | $1,880+12.6% | $2,495-15.2% | $2,565-17.5% |
| Participant deferral / active EE | $5,030 | $2,919+72.3% | $3,699+36.0% | $3,952+27.3% |
| Admin fee / account holder | $173 | $5,972-97.1% | $5,828-97.0% | $6,260-97.2% |