Filed May 27, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,728 | $109,359-17.0% | $162,163-44.1% | $72,985+24.3% |
| Participation rate | 93.6% | 84.3%+9.4pp | 87.6%+6.1pp | 69.5%+24.1pp |
| Annual return | 18.87% | 25.46%-6.6pp | 115.59%-96.7pp | 81.00%-62.1pp |
| Employer contribution / active EE | $12,549 | $3,907+221.2% | $5,614+123.5% | $2,440+414.3% |
| Participant deferral / active EE | $628 | $5,481-88.5% | $7,298-91.4% | $3,607-82.6% |
| Admin fee / account holder | $44 | $7,972-99.5% | $10,843-99.6% | $5,124-99.1% |