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.
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 | $1,342 | $21,965-93.9% | $59,496-97.7% | $59,188-97.7% |
| Participation rate | 98.6% | 32.6%+66.0pp | 54.6%+44.0pp | 69.4%+29.1pp |
| Annual return | 0.00% | 22.15%-22.1pp | 182.05%-182.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $478 | $316+51.0% | $1,153-58.6% | $2,098-77.2% |
| Participant deferral / active EE | $869 | $732+18.7% | $1,829-52.5% | $3,265-73.4% |
| Admin fee / account holder | $0 | $74-100.0% | $2,232-100.0% | $92-100.0% |