Filed December 19, 2000 (most recent of 2 filings on file)
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 | $47,091 | $94,529-50.2% | $140,016-66.4% | $64,186-26.6% |
| Participation rate | 96.7% | 84.1%+12.6pp | 87.5%+9.2pp | 69.6%+27.1pp |
| Annual return | -3.37% | 7.77%-11.1pp | 651.12%-654.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,870 | $3,812-51.0% | $5,606-66.6% | $2,381-21.5% |
| Participant deferral / active EE | $3,873 | $5,250-26.2% | $6,927-44.1% | $3,470+11.6% |
| Admin fee / account holder | $49 | $6,741-99.3% | $10,705-99.5% | $4,888-99.0% |