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 | $32,744 | $197,591-83.4% | $177,821-81.6% | $158,922-79.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.03% | 58.76%-46.7pp | 48.32%-36.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,395 | $6,697-49.3% | $5,918-42.6% | $4,761-28.7% |
| Participant deferral / active EE | $1,608 | $8,405-80.9% | $7,714-79.2% | $5,982-73.1% |
| Admin fee / account holder | $37 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |