Filed January 9, 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 | $84,784 | $153,772-44.9% | $133,980-36.7% | $273,961-69.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.18% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,480 | $6,029+24.1% | $5,211+43.5% | $4,869+53.6% |
| Participant deferral / active EE | $7,896 | $6,958+13.5% | $6,282+25.7% | $5,287+49.3% |
| Admin fee / account holder | $185 | $11,765-98.4% | $9,324-98.0% | $10,132-98.2% |