Filed July 29, 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 | $156,173 | $147,167+6.1% | $111,392+40.2% | $135,375+15.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -2.69% | -4.44%+1.8pp | -2.06%-0.6pp | 519.73%-522.4pp |
| Employer contribution / active EE | $28,608 | $5,204+449.7% | $4,328+561.0% | $4,779+498.6% |
| Participant deferral / active EE | $15,777 | $6,565+140.3% | $5,567+183.4% | $5,609+181.3% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |