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 | $52,071 | $95,762-45.6% | $379,746-86.3% | $79,858-34.8% |
| Participation rate | 74.5% | 74.0%+0.5pp | 78.4%-4.0pp | 69.6%+4.8pp |
| Annual return | 14.42% | 18.26%-3.8pp | 34.90%-20.5pp | 31.71%-17.3pp |
| Employer contribution / active EE | $352 | $2,695-86.9% | $3,540-90.1% | $2,471-85.7% |
| Participant deferral / active EE | $2,670 | $4,705-43.3% | $6,024-55.7% | $3,740-28.6% |
| Admin fee / account holder | $89 | $6,745-98.7% | $7,927-98.9% | $5,306-98.3% |