Filed October 18, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,141 | $82,664+217.1% | $125,339+109.1% | $68,494+282.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -26.31% | -5.97%-20.3pp | 572.05%-598.4pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,775 | $3,381-47.5% | $4,814-63.1% | $2,596-31.6% |
| Participant deferral / active EE | $8,643 | $6,110+41.4% | $7,446+16.1% | $4,027+114.6% |
| Admin fee / account holder | $3 | $6,275-100.0% | $10,010-100.0% | $5,403-99.9% |