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 | $221,583-100.0% | $221,583-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 4.3%-4.3pp | 46.4%-46.4pp |
| Annual return | -1.54% | -10.69%+9.1pp | -6.55%+5.0pp | -82.66%+81.1pp |
| Employer contribution / active EE | $15,625 | $29,383-46.8% | $21,653-27.8% | $43,769-64.3% |
| Participant deferral / active EE | $0 | $109-100.0% | $160-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,920-100.0% | $1,920-100.0% | $11,204-100.0% |