Filed September 24, 1999
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,214 | $123,793-43.3% | $177,821-60.5% | $79,858-12.1% |
| Participation rate | 86.4% | 84.7%+1.7pp | 87.7%-1.4pp | 69.6%+16.7pp |
| Annual return | 17.01% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,197 | $4,095-46.3% | $5,918-62.9% | $2,471-11.1% |
| Participant deferral / active EE | $2,414 | $5,956-59.5% | $7,714-68.7% | $3,740-35.5% |
| Admin fee / account holder | $132 | $7,243-98.2% | $12,427-98.9% | $5,306-97.5% |