Filed March 27, 2001
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,362 | $138,347-54.9% | $184,203-66.1% | $80,856-22.9% |
| Participation rate | 74.1% | 83.9%-9.8pp | 86.8%-12.7pp | 67.6%+6.4pp |
| Annual return | 10.92% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,637 | $4,850-45.6% | $6,427-59.0% | $2,755-4.3% |
| Participant deferral / active EE | $4,046 | $7,071-42.8% | $9,131-55.7% | $4,296-5.8% |
| Admin fee / account holder | $254 | $10,483-97.6% | $13,901-98.2% | $6,918-96.3% |