Filed December 18, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,474 | $109,817+133.5% | $98,442+160.5% | $167,490+53.1% |
| Participation rate | 95.0% | 75.8%+19.2pp | 73.3%+21.7pp | 82.1%+12.9pp |
| Annual return | 24.22% | 1956.69%-1932.5pp | 1492.73%-1468.5pp | 478.56%-454.3pp |
| Employer contribution / active EE | $16,705 | $3,224+418.2% | $2,960+464.4% | $4,837+245.3% |
| Participant deferral / active EE | $8,376 | $4,673+79.2% | $4,276+95.9% | $6,341+32.1% |
| Admin fee / account holder | $248 | $6,753-96.3% | $5,949-95.8% | $12,309-98.0% |