Filed August 15, 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 | $0 | $51,620-100.0% | $90,281-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 73.3%-73.3pp | 70.2%-70.2pp |
| Annual return | 31.22% | 24.94%+6.3pp | 78.10%-46.9pp | 29.38%+1.8pp |
| Employer contribution / active EE | $1,546 | $2,235-30.8% | $2,854-45.8% | $2,177-29.0% |
| Participant deferral / active EE | $1,937 | $2,871-32.5% | $3,885-50.2% | $3,514-44.9% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |