Filed April 26, 2005
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,902 | $76,000-58.0% | $154,107-79.3% | $64,186-50.3% |
| Participation rate | 91.9% | 70.4%+21.5pp | 83.0%+8.9pp | 69.6%+22.3pp |
| Annual return | -8.77% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $919 | $3,351-72.6% | $5,298-82.7% | $2,381-61.4% |
| Participant deferral / active EE | $3,374 | $3,175+6.2% | $5,081-33.6% | $3,470-2.8% |
| Admin fee / account holder | $264 | $5,596-95.3% | $13,411-98.0% | $4,888-94.6% |