Filed August 5, 2003 (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.
See the 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,072 | $89,739-47.5% | $149,718-68.6% | $62,292-24.4% |
| Participation rate | 91.7% | 85.1%+6.6pp | 87.1%+4.7pp | 69.5%+22.2pp |
| Annual return | 0.00% | 21.01%-21.0pp | 1501.63%-1501.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $144 | $3,233-95.5% | $5,445-97.4% | $2,042-92.9% |
| Participant deferral / active EE | $90 | $4,797-98.1% | $6,569-98.6% | $3,169-97.1% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |