Filed May 14, 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 4-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 | $24,364 | $150,187-83.8% | $120,354-79.8% | $145,922-83.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 25.61% | 154.07%-128.5pp | 107.15%-81.5pp | 561.29%-535.7pp |
| Employer contribution / active EE | $5,568 | $4,348+28.1% | $3,463+60.8% | $4,660+19.5% |
| Participant deferral / active EE | $11,466 | $6,173+85.7% | $4,991+129.7% | $6,688+71.4% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |