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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,113 | $203,436+55.4% | $152,466+107.3% | $167,490+88.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.97% | 13.80%+2.2pp | 757.33%-741.4pp | 478.56%-462.6pp |
| Employer contribution / active EE | $30,770 | $5,220+489.5% | $4,327+611.2% | $4,837+536.1% |
| Participant deferral / active EE | $15,403 | $6,716+129.4% | $5,820+164.6% | $6,341+142.9% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |