Filed November 29, 2001
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 | $31,243 | $87,841-64.4% | $133,980-76.7% | $62,891-50.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 6.87% | 12.05%-5.2pp | 29.30%-22.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,526 | $3,483-27.5% | $5,211-51.5% | $2,281+10.7% |
| Participant deferral / active EE | $767 | $4,812-84.1% | $6,282-87.8% | $3,203-76.1% |
| Admin fee / account holder | $106 | $5,371-98.0% | $9,324-98.9% | $4,296-97.5% |