Filed March 12, 2005
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 5-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 | $21,386 | $176,812-87.9% | $146,665-85.4% | $167,490-87.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.03%-24.0pp | 22.74%-22.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,182 | $5,160+19.8% | $4,136+49.5% | $4,837+27.8% |
| Participant deferral / active EE | $14,347 | $6,440+122.8% | $5,506+160.6% | $6,341+126.3% |
| Admin fee / account holder | $30 | $13,259-99.8% | $10,280-99.7% | $12,309-99.8% |