Filed October 18, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,157 | $99,159-82.7% | - | $167,490-89.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | - | 82.1%+17.9pp |
| Annual return | 14.30% | 15.94%-1.6pp | - | 478.56%-464.3pp |
| Employer contribution / active EE | $0 | $3,061-100.0% | - | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,624-100.0% | - | $6,341-100.0% |
| Admin fee / account holder | $24 | $3,125-99.2% | - | $12,309-99.8% |