Filed February 8, 2002
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,916 | $154,117+29.1% | $129,995+53.0% | $139,434+42.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -9.14% | 32.48%-41.6pp | -137.18%+128.0pp | 372.94%-382.1pp |
| Employer contribution / active EE | $11,803 | $5,289+123.2% | $4,320+173.2% | $4,751+148.4% |
| Participant deferral / active EE | $14,914 | $6,710+122.3% | $5,820+156.3% | $6,710+122.3% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |