Filed January 23, 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 | $33,458 | $84,233-60.3% | $170,442-80.4% | $70,131-52.3% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 14.70% | 23.06%-8.4pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,035 | $3,086-34.1% | $4,939-58.8% | $3,332-38.9% |
| Admin fee / account holder | $130 | $5,698-97.7% | $13,880-99.1% | $4,645-97.2% |