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 | $226,410 | $72,012+214.4% | $185,823+21.8% | $79,858+183.5% |
| Participation rate | 96.7% | 65.8%+30.9pp | 78.0%+18.6pp | 69.6%+27.0pp |
| Annual return | 8.96% | 23.12%-14.2pp | 35.95%-27.0pp | 31.71%-22.8pp |
| Employer contribution / active EE | $6,026 | $1,965+206.7% | $4,087+47.4% | $2,471+143.9% |
| Participant deferral / active EE | $2,188 | $3,779-42.1% | $5,632-61.1% | $3,740-41.5% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |