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 | $175,532 | $85,766+104.7% | $136,294+28.8% | $70,131+150.3% |
| Participation rate | 77.2% | 74.2%+3.0pp | 81.9%-4.7pp | 69.5%+7.7pp |
| Annual return | 16.01% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,268 | $2,966-23.5% | $4,695-51.7% | $2,342-3.2% |
| Participant deferral / active EE | $7,607 | $5,051+50.6% | $6,247+21.8% | $3,332+128.3% |
| Admin fee / account holder | $198 | $5,420-96.3% | $9,243-97.9% | $4,645-95.7% |