Filed December 1, 2003 (most recent of 3 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 8-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.
See 1 actuary disclosure. $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 | $0 | $21,290-100.0% | $9,655,338-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 45.9%-45.9pp |
| Annual return | 14.52% | 6.03%+8.5pp | 11.12%+3.4pp | 10.21%+4.3pp |
| Employer contribution / active EE | $11,111 | $29,370-62.2% | $22,651-50.9% | $42,272-73.7% |
| Participant deferral / active EE | $0 | $123-100.0% | $198-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | $13,518-100.0% |