Filed March 26, 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 | $52,380 | $53,018-1.2% | $70,014-25.2% | $62,891-16.7% |
| Participation rate | 96.0% | 67.2%+28.8pp | 71.8%+24.2pp | 69.3%+26.7pp |
| Annual return | 7.08% | 13.35%-6.3pp | 12.99%-5.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,801 | $1,799+0.1% | $2,338-23.0% | $2,281-21.0% |
| Participant deferral / active EE | $2,961 | $2,395+23.6% | $2,931+1.0% | $3,203-7.6% |
| Admin fee / account holder | $16 | $3,690-99.6% | $4,380-99.6% | $4,296-99.6% |