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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,497 | $91,037-81.9% | $71,671-77.0% | $147,584-88.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 28.98% | 20.48%+8.5pp | 20.65%+8.3pp | 578.55%-549.6pp |
| Employer contribution / active EE | $479 | $3,327-85.6% | $2,460-80.5% | $4,876-90.2% |
| Participant deferral / active EE | $1,004 | $4,498-77.7% | $3,438-70.8% | $5,439-81.5% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |