Filed March 1, 2002
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,897-100.0% | $84,750-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 7.71% | 6.30%+1.4pp | 22.78%-15.1pp | 20.14%-12.4pp |
| Employer contribution / active EE | $832 | $2,400-65.3% | $3,574-76.7% | $2,281-63.5% |
| Participant deferral / active EE | $764 | $2,709-71.8% | $3,712-79.4% | $3,203-76.1% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |