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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $99,921-82.8% | $85,009-79.7% | $145,959-88.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.80% | 83.89%-70.1pp | 66.47%-52.7pp | 561.95%-548.1pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,728-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,052 | $5,293-80.1% | $4,522-76.7% | $6,689-84.3% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |