Filed April 30, 2003 (most recent of 2 filings on file)
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,677 | $60,124-70.6% | $90,404-80.4% | $79,858-77.9% |
| Participation rate | 86.0% | 65.0%+21.1pp | 72.7%+13.4pp | 69.6%+16.4pp |
| Annual return | 20.58% | 71.94%-51.4pp | 1293.02%-1272.4pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,433 | $2,068+17.7% | $3,262-25.4% | $2,471-1.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $35 | $3,976-99.1% | $5,611-99.4% | $5,306-99.3% |