Filed December 12, 2001
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 | $33,853 | $54,380-37.7% | $68,509-50.6% | $59,632-43.2% |
| Participation rate | 78.9% | 70.2%+8.8pp | 74.7%+4.2pp | 68.7%+10.3pp |
| Annual return | -0.40% | 2.83%-3.2pp | 8.27%-8.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,132 | $1,539-26.4% | $2,278-50.3% | $2,203-48.6% |
| Participant deferral / active EE | $3,761 | $2,643+42.3% | $3,382+11.2% | $3,192+17.8% |
| Admin fee / account holder | $298 | $3,885-92.3% | $5,275-94.3% | $4,297-93.1% |