Filed March 18, 2003
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 | $118,072 | $56,897+107.5% | $84,750+39.3% | $62,891+87.7% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.6pp | 69.3%+27.8pp |
| Annual return | 8.04% | 6.30%+1.7pp | 22.78%-14.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,133 | $2,400+30.6% | $3,574-12.3% | $2,281+37.4% |
| Participant deferral / active EE | $8,358 | $2,709+208.5% | $3,712+125.2% | $3,203+160.9% |
| Admin fee / account holder | $217 | $3,581-93.9% | $5,332-95.9% | $4,296-95.0% |