Filed December 3, 1999 (most recent of 2 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,973 | $90,519-43.7% | $93,789-45.7% | $134,475-62.1% |
| Participation rate | 81.0% | 82.0%-1.0pp | 81.0%0pp | 81.2%-0.3pp |
| Annual return | -16.84% | -15.72%-1.1pp | -11.33%-5.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,467 | $5,978-75.5% | $6,094-75.9% | $6,400-77.1% |
| Admin fee / account holder | $267 | $9,252-97.1% | $7,195-96.3% | $11,426-97.7% |