Filed July 18, 2001
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,229 | $99,877-82.8% | $84,966-79.7% | $145,922-88.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.80% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,052 | $5,291-80.1% | $4,519-76.7% | $6,688-84.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |