Filed May 3, 2000
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 | $21,959 | $83,337-73.7% | $67,834-67.6% | $273,961-92.0% |
| Participation rate | 83.3% | 76.4%+6.9pp | 68.8%+14.5pp | 83.0%+0.3pp |
| Annual return | 3.76% | 259.45%-255.7pp | 138.47%-134.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $447 | $3,287-86.4% | $2,403-81.4% | $4,869-90.8% |
| Participant deferral / active EE | $1,060 | $4,088-74.1% | $3,160-66.5% | $5,287-80.0% |
| Admin fee / account holder | $10 | $6,752-99.9% | $4,622-99.8% | $10,132-99.9% |