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 | $215,838 | $109,817+96.5% | $98,442+119.3% | $167,490+28.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.86% | 1956.69%-1946.8pp | 1492.73%-1482.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $11,478 | $3,224+256.0% | $2,960+287.8% | $4,837+137.3% |
| Participant deferral / active EE | $11,809 | $4,673+152.7% | $4,276+176.1% | $6,341+86.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |