Filed October 18, 2004 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,608 | $137,414-93.0% | $189,513-94.9% | $85,850-88.8% |
| Participation rate | 89.6% | 84.6%+4.9pp | 87.8%+1.7pp | 69.3%+20.2pp |
| Annual return | 34.90% | 38.14%-3.2pp | 555.15%-520.3pp | 318.53%-283.6pp |
| Employer contribution / active EE | $112 | $4,344-97.4% | $6,162-98.2% | $2,565-95.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $240 | $8,630-97.2% | $12,045-98.0% | $6,260-96.2% |