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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,598 | $171,865-42.6% | $149,718-34.1% | $147,584-33.2% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 14.30% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,326 | $6,275-78.9% | $5,445-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $2,409 | $7,271-66.9% | $6,569-63.3% | $5,439-55.7% |
| Admin fee / account holder | $35 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |