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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,679 | $185,822-78.1% | $169,993-76.1% | $139,434-70.8% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 10.41% | 60.50%-50.1pp | 53.37%-43.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,036 | $7,590-73.2% | $6,785-70.0% | $4,751-57.1% |
| Participant deferral / active EE | $3,627 | $11,622-68.8% | $10,408-65.2% | $6,710-46.0% |
| Admin fee / account holder | $97 | $15,381-99.4% | $12,815-99.2% | $11,403-99.1% |