Filed March 3, 1999
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,895 | $160,055-88.8% | $140,016-87.2% | $135,375-86.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.95% | 911.38%-918.3pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,741 | $6,420-57.3% | $5,606-51.1% | $4,779-42.6% |
| Participant deferral / active EE | $935 | $7,642-87.8% | $6,927-86.5% | $5,609-83.3% |
| Admin fee / account holder | $40 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |