Filed January 3, 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 | $180,303 | $100,852+78.8% | $90,404+99.4% | $158,922+13.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.97% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $14,475 | $3,689+292.4% | $3,262+343.8% | $4,761+204.0% |
| Participant deferral / active EE | $10,241 | $4,348+135.5% | $3,963+158.4% | $5,982+71.2% |
| Admin fee / account holder | -$320 | $6,501-104.9% | $5,611-105.7% | $11,246-102.8% |