Filed December 29, 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 | $31,088 | $65,703-52.7% | $94,224-67.0% | $59,632-47.9% |
| Participation rate | 90.9% | 72.1%+18.8pp | 78.8%+12.1pp | 68.7%+22.2pp |
| Annual return | 4.54% | 5.22%-0.7pp | 10.68%-6.1pp | 2041.28%-2036.7pp |
| Employer contribution / active EE | $2,736 | $2,021+35.4% | $3,587-23.7% | $2,203+24.2% |
| Participant deferral / active EE | $6,317 | $3,143+101.0% | $4,320+46.2% | $3,192+97.9% |
| Admin fee / account holder | $248 | $4,264-94.2% | $6,269-96.0% | $4,297-94.2% |