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 | $151,696 | $123,793+22.5% | $177,821-14.7% | $79,858+90.0% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 18.68% | 22.82%-4.1pp | 48.32%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $3,197 | $4,095-21.9% | $5,918-46.0% | $2,471+29.4% |
| Participant deferral / active EE | $6,350 | $5,956+6.6% | $7,714-17.7% | $3,740+69.8% |
| Admin fee / account holder | $293 | $7,243-96.0% | $12,427-97.6% | $5,306-94.5% |