Filed December 8, 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 | $272,265 | $64,640+321.2% | $81,783+232.9% | - |
| Participation rate | 0.0% | 64.3%-64.3pp | 72.4%-72.4pp | - |
| Annual return | 16.29% | 13.47%+2.8pp | 775.05%-758.8pp | - |
| Employer contribution / active EE | $0 | $3,040-100.0% | $2,913-100.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $4,320-100.0% | - |
| Admin fee / account holder | -$133 | $2,218-106.0% | $7,380-101.8% | - |