Filed October 26, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,591 | $65,395+168.5% | $182,532-3.8% | $72,985+140.6% |
| Participation rate | 73.7% | 65.4%+8.2pp | 78.0%-4.3pp | 69.5%+4.2pp |
| Annual return | 5.67% | 27.68%-22.0pp | 148.54%-142.9pp | 81.00%-75.3pp |
| Employer contribution / active EE | $3,947 | $1,911+106.5% | $4,076-3.2% | $2,440+61.8% |
| Participant deferral / active EE | $5,205 | $3,563+46.1% | $5,524-5.8% | $3,607+44.3% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |