Filed March 24, 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 | $11,411 | $83,337-86.3% | $67,834-83.2% | $273,961-95.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 8.13% | 259.45%-251.3pp | 138.47%-130.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $577 | $3,287-82.4% | $2,403-76.0% | $4,869-88.1% |
| Participant deferral / active EE | $1,233 | $4,088-69.8% | $3,160-61.0% | $5,287-76.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |