Filed December 9, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,722 | $73,515-89.5% | $62,995-87.7% | $147,584-94.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.66% | 175.43%-158.8pp | 87.57%-70.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,508 | $3,320-54.6% | $2,759-45.3% | $4,876-69.1% |
| Participant deferral / active EE | $1,210 | $4,185-71.1% | $3,329-63.6% | $5,439-77.7% |
| Admin fee / account holder | $98 | $5,953-98.4% | $3,600-97.3% | $10,885-99.1% |