Filed May 14, 2002
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 4-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.
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 | $12,616 | $140,940-91.0% | $112,229-88.8% | $139,434-91.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 57.06% | 32.71%+24.4pp | 30.20%+26.9pp | 372.94%-315.9pp |
| Employer contribution / active EE | $2,517 | $4,283-41.2% | $3,430-26.6% | $4,751-47.0% |
| Participant deferral / active EE | $5,517 | $5,874-6.1% | $4,798+15.0% | $6,710-17.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |