Filed June 18, 2002 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,759 | $201,272-85.7% | $184,203-84.4% | $145,922-80.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.41% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,033 | $7,022-71.0% | $6,427-68.4% | $4,660-56.4% |
| Participant deferral / active EE | $1,848 | $9,806-81.1% | $9,131-79.8% | $6,688-72.4% |
| Admin fee / account holder | $229 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |