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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,204 | $116,175-1.7% | $93,606+22.0% | $152,861-25.3% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 4.69% | 35.96%-31.3pp | 32.76%-28.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,487 | $3,218-53.8% | $2,718-45.3% | $4,762-68.8% |
| Participant deferral / active EE | $2,370 | $4,603-48.5% | $4,069-41.8% | $5,850-59.5% |
| Admin fee / account holder | $26 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |