Filed October 17, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,706 | $56,897-67.1% | $84,750-77.9% | $62,891-70.3% |
| Participation rate | 93.8% | 68.5%+25.2pp | 76.6%+17.2pp | 69.3%+24.4pp |
| Annual return | 0.43% | 6.30%-5.9pp | 22.78%-22.4pp | 20.14%-19.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $231 | $2,709-91.5% | $3,712-93.8% | $3,203-92.8% |
| Admin fee / account holder | $266 | $3,581-92.6% | $5,332-95.0% | $4,296-93.8% |