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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,330 | $71,883-10.5% | $86,677-25.8% | $68,494-6.1% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -21.30% | 3.52%-24.8pp | 35.91%-57.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,838 | $2,173-15.4% | $2,836-35.2% | $2,596-29.2% |
| Participant deferral / active EE | $4,201 | $3,779+11.2% | $4,656-9.8% | $4,027+4.3% |
| Admin fee / account holder | $217 | $6,112-96.5% | $7,493-97.1% | $5,403-96.0% |