Filed October 31, 2003
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,843 | $97,881-73.6% | $80,004-67.7% | $125,391-79.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.27% | 9.36%-10.6pp | 7.63%-8.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $1,835 | $3,128-41.3% | $2,473-25.8% | $4,866-62.3% |
| Participant deferral / active EE | $3,129 | $3,744-16.4% | $3,204-2.3% | $5,352-41.5% |
| Admin fee / account holder | $37 | $6,278-99.4% | $5,033-99.3% | $9,540-99.6% |