Filed March 28, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,902 | $112,096+19.5% | $95,952+39.6% | $158,922-15.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.21% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $502 | $3,198-84.3% | $2,541-80.2% | $4,761-89.5% |
| Participant deferral / active EE | $5,333 | $4,784+11.5% | $4,167+28.0% | $5,982-10.9% |
| Admin fee / account holder | $32 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |