Filed June 9, 2003 (most recent of 2 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,573 | $48,076-38.5% | $78,689-62.4% | $62,891-53.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 3.94% | 31.35%-27.4pp | 62.18%-58.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $1,470 | $2,015-27.0% | $2,851-48.4% | $2,281-35.5% |
| Participant deferral / active EE | $2,655 | $2,588+2.6% | $3,517-24.5% | $3,203-17.1% |
| Admin fee / account holder | $224 | $3,207-93.0% | $4,510-95.0% | $4,296-94.8% |