Filed December 26, 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 | $86,109 | $104,251-17.4% | $91,001-5.4% | $147,584-41.7% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 16.60% | 27.06%-10.5pp | 4.60%+12.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,408 | $3,116-54.8% | $2,456-42.7% | $4,876-71.1% |
| Participant deferral / active EE | $2,121 | $4,195-49.4% | $3,547-40.2% | $5,439-61.0% |
| Admin fee / account holder | $43 | $8,948-99.5% | $5,417-99.2% | $10,885-99.6% |