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 | $104,998 | $99,032+6.0% | $80,019+31.2% | $135,375-22.4% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | 17.40% | 15.39%+2.0pp | 11.22%+6.2pp | 519.73%-502.3pp |
| Employer contribution / active EE | $1,410 | $3,043-53.7% | $2,468-42.9% | $4,779-70.5% |
| Participant deferral / active EE | $2,105 | $4,282-50.8% | $3,686-42.9% | $5,609-62.5% |
| Admin fee / account holder | $21 | $10,436-99.8% | $6,521-99.7% | $10,827-99.8% |