Filed June 3, 2003
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,301 | $76,401-49.9% | $106,387-64.0% | $64,186-40.3% |
| Participation rate | 76.3% | 73.5%+2.8pp | 77.5%-1.1pp | 69.6%+6.7pp |
| Annual return | -5.16% | -2.19%-3.0pp | 0.25%-5.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $415 | $2,680-84.5% | $3,520-88.2% | $2,381-82.6% |
| Participant deferral / active EE | $2,759 | $4,274-35.4% | $5,421-49.1% | $3,470-20.5% |
| Admin fee / account holder | $31 | $4,610-99.3% | $7,510-99.6% | $4,888-99.4% |