Filed January 14, 2002 (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 3-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 | $10,882 | $82,032-86.7% | $123,104-91.2% | $59,632-81.8% |
| Participation rate | 82.8% | 83.2%-0.4pp | 86.8%-4.0pp | 68.7%+14.1pp |
| Annual return | -1.22% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,597 | $4,667-65.8% | $6,230-74.4% | $3,192-50.0% |
| Admin fee / account holder | $241 | $5,881-95.9% | $9,015-97.3% | $4,297-94.4% |