Filed January 2, 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 | $300,055 | $227,553+31.9% | $189,557+58.3% | $167,490+79.1% |
| Participation rate | 94.7% | 82.5%+12.2pp | 78.4%+16.3pp | 82.1%+12.6pp |
| Annual return | 16.05% | 78.40%-62.3pp | 64.17%-48.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $8,171 | $5,316+53.7% | $4,412+85.2% | $4,837+68.9% |
| Participant deferral / active EE | $10,900 | $7,002+55.7% | $6,174+76.6% | $6,341+71.9% |
| Admin fee / account holder | $26 | $11,878-99.8% | $9,807-99.7% | $12,309-99.8% |