Filed September 17, 1999
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,747 | $154,228+135.9% | $145,433+150.1% | $137,256+165.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 23.89% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,033 | $4,804-57.7% | $4,554-55.4% | $4,156-51.1% |
| Participant deferral / active EE | $6,930 | $8,216-15.7% | $7,897-12.3% | $6,407+8.2% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |