Filed February 6, 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 | $140,707 | $90,600+55.3% | $79,464+77.1% | $135,375+3.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.01% | 977.43%-982.4pp | 718.14%-723.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $9,919 | $3,068+223.3% | $2,800+254.2% | $4,779+107.6% |
| Participant deferral / active EE | $11,497 | $4,050+183.9% | $3,704+210.4% | $5,609+105.0% |
| Admin fee / account holder | $33 | $5,907-99.4% | $5,113-99.4% | $10,827-99.7% |