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 | $47,743 | $83,427-42.8% | $115,756-58.8% | $68,494-30.3% |
| Participation rate | 85.4% | 71.9%+13.5pp | 77.1%+8.3pp | 67.9%+17.5pp |
| Annual return | -18.21% | -10.95%-7.3pp | 143.14%-161.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $507 | $3,075-83.5% | $3,793-86.6% | $2,596-80.5% |
| Participant deferral / active EE | $3,747 | $5,355-30.0% | $6,254-40.1% | $4,027-6.9% |
| Admin fee / account holder | $41 | $5,708-99.3% | $8,124-99.5% | $5,403-99.2% |