Filed September 4, 2002
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 | $144,513 | $102,966+40.3% | $90,281+60.1% | $152,861-5.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.08% | 95.16%-72.1pp | 78.10%-55.0pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,360 | $3,139+7.0% | $2,854+17.7% | $4,762-29.5% |
| Participant deferral / active EE | $4,451 | $4,281+4.0% | $3,885+14.6% | $5,850-23.9% |
| Admin fee / account holder | $58 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |