Filed January 5, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,855 | $140,940+91.5% | $112,229+140.5% | $139,434+93.5% |
| Participation rate | 90.0% | 79.2%+10.8pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 17.10% | 32.71%-15.6pp | 30.20%-13.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,892 | $4,283+37.6% | $3,430+71.8% | $4,751+24.0% |
| Participant deferral / active EE | $6,255 | $5,874+6.5% | $4,798+30.4% | $6,710-6.8% |
| Admin fee / account holder | $16 | $9,954-99.8% | $7,748-99.8% | $11,403-99.9% |