Filed January 14, 2002 (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 | $54,771 | $109,359-49.9% | $162,163-66.2% | $72,985-25.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 25.11% | 25.46%-0.3pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,280 | $3,907+9.5% | $5,614-23.8% | $2,440+75.4% |
| Participant deferral / active EE | $2,735 | $5,481-50.1% | $7,298-62.5% | $3,607-24.2% |
| Admin fee / account holder | $268 | $7,972-96.6% | $10,843-97.5% | $5,124-94.8% |