Filed February 5, 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 | $150,850 | $76,552+97.1% | $123,892+21.8% | $62,891+139.9% |
| Participation rate | 73.2% | 73.0%+0.2pp | 81.4%-8.2pp | 69.3%+3.9pp |
| Annual return | 8.56% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,054 | $2,883-28.7% | $4,617-55.5% | $2,281-9.9% |
| Participant deferral / active EE | $6,877 | $4,840+42.1% | $5,984+14.9% | $3,203+114.7% |
| Admin fee / account holder | $80 | $4,826-98.3% | $8,357-99.0% | $4,296-98.1% |