Filed April 14, 1999 (most recent of 3 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,261 | $228,332-92.9% | $185,823-91.2% | $158,922-89.8% |
| Participation rate | 70.6% | 82.3%-11.7pp | 78.0%-7.4pp | 82.0%-11.4pp |
| Annual return | 10.27% | 40.80%-30.5pp | 35.95%-25.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $994 | $4,967-80.0% | $4,087-75.7% | $4,761-79.1% |
| Participant deferral / active EE | $2,725 | $6,415-57.5% | $5,632-51.6% | $5,982-54.5% |
| Admin fee / account holder | -$27 | $11,864-100.2% | $9,500-100.3% | $11,246-100.2% |