Filed December 19, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,101 | $171,865+3.6% | $149,718+19.0% | $147,584+20.7% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 17.92% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $7,598 | $6,275+21.1% | $5,445+39.5% | $4,876+55.8% |
| Participant deferral / active EE | $4,662 | $7,271-35.9% | $6,569-29.0% | $5,439-14.3% |
| Admin fee / account holder | $238 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |