Filed December 31, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,626 | $112,096-78.0% | $95,952-74.3% | $158,922-84.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 8.84% | 171.09%-162.3pp | 91.61%-82.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $531 | $3,198-83.4% | $2,541-79.1% | $4,761-88.8% |
| Participant deferral / active EE | $2,251 | $4,784-53.0% | $4,167-46.0% | $5,982-62.4% |
| Admin fee / account holder | $15 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |