Filed December 21, 2000
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 | $276,772 | $153,772+80.0% | $133,980+106.6% | $273,961+1.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.64% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $7,230 | $6,029+19.9% | $5,211+38.7% | $4,869+48.5% |
| Participant deferral / active EE | $13,401 | $6,958+92.6% | $6,282+113.3% | $5,287+153.5% |
| Admin fee / account holder | $21 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |