Filed April 23, 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 | $111,813 | $142,344-21.4% | $119,609-6.5% | $134,475-16.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | -12.44%+0.8pp | -14.97%+3.4pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,101 | $5,222-78.9% | $4,232-74.0% | $4,740-76.8% |
| Participant deferral / active EE | $6,678 | $6,469+3.2% | $5,602+19.2% | $6,400+4.4% |
| Admin fee / account holder | $83 | $13,584-99.4% | $10,323-99.2% | $11,426-99.3% |