Filed May 7, 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 | $89,442 | $100,041-10.6% | $149,718-40.3% | $70,131+27.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.27% | 27.43%-6.2pp | 1501.63%-1480.4pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,863 | $3,662-21.8% | $5,445-47.4% | $2,342+22.2% |
| Participant deferral / active EE | $5,288 | $4,983+6.1% | $6,569-19.5% | $3,332+58.7% |
| Admin fee / account holder | $126 | $8,286-98.5% | $11,283-98.9% | $4,645-97.3% |