Filed October 19, 2004
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 | $54,388 | $153,772-64.6% | $133,980-59.4% | $273,961-80.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.24% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $533 | $6,029-91.2% | $5,211-89.8% | $4,869-89.1% |
| Participant deferral / active EE | $3,629 | $6,958-47.8% | $6,282-42.2% | $5,287-31.4% |
| Admin fee / account holder | $159 | $11,765-98.7% | $9,324-98.3% | $10,132-98.4% |