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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,142 | $369,484+3.2% | $303,047+25.8% | $357,791+6.5% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 13.71% | 0.42%+13.3pp | 2.47%+11.2pp | 396.79%-383.1pp |
| Employer contribution / active EE | $15,110 | $9,025+67.4% | $7,418+103.7% | $7,508+101.3% |
| Participant deferral / active EE | $25,731 | $5,439+373.1% | $5,070+407.5% | $5,521+366.1% |
| Admin fee / account holder | $0 | $49,137-100.0% | $39,333-100.0% | $28,387-100.0% |