Filed May 27, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,965 | $86,699-58.5% | $73,307-50.9% | $125,391-71.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 74.9%+9.7pp | 83.2%+1.4pp |
| Annual return | -1.21% | 2.78%-4.0pp | 5.67%-6.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,130 | $4,152-72.8% | $3,237-65.1% | $4,866-76.8% |
| Participant deferral / active EE | $3,811 | $5,550-31.3% | $4,991-23.7% | $5,352-28.8% |
| Admin fee / account holder | $252 | $7,771-96.8% | $5,637-95.5% | $9,540-97.4% |