Filed December 19, 2000 (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.
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 | $65,882 | $148,978-55.8% | $200,582-67.2% | $84,808-22.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 0.00% | 28.16%-28.2pp | 42.33%-42.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $887 | $4,815-81.6% | $6,419-86.2% | $2,631-66.3% |
| Participant deferral / active EE | $1,739 | $7,142-75.7% | $9,331-81.4% | $4,212-58.7% |
| Admin fee / account holder | $86 | $13,977-99.4% | $16,305-99.5% | $7,344-98.8% |