Filed February 1, 2002 (most recent of 3 filings on file)
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 | $197,666 | $105,181+87.9% | $159,436+24.0% | $85,850+130.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.8%-2.8pp | 69.3%+10.7pp |
| Annual return | 15.98% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.5pp |
| Employer contribution / active EE | $1,831 | $3,318-44.8% | $4,829-62.1% | $2,565-28.6% |
| Participant deferral / active EE | $7,282 | $5,945+22.5% | $7,352-0.9% | $3,952+84.3% |
| Admin fee / account holder | $110 | $6,933-98.4% | $10,799-99.0% | $6,260-98.2% |