Filed May 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 8-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 | $30,598 | $154,228-80.2% | $145,433-79.0% | $137,256-77.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.75% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,874 | $4,804+1.5% | $4,554+7.0% | $4,156+17.3% |
| Participant deferral / active EE | $2,103 | $8,216-74.4% | $7,897-73.4% | $6,407-67.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |