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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,127 | $58,208-51.7% | $81,812-65.6% | $80,856-65.2% |
| Participation rate | 93.6% | 63.4%+30.2pp | 72.3%+21.3pp | 67.6%+26.0pp |
| Annual return | 10.34% | 41.66%-31.3pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,527 | $2,340+8.0% | $2,912-13.2% | $2,755-8.3% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $44 | $4,981-99.1% | $7,386-99.4% | $6,918-99.4% |