Filed September 23, 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 | $107,999 | $73,933+46.1% | $96,683+11.7% | $75,163+43.7% |
| Participation rate | 81.4% | 66.4%+15.0pp | 74.3%+7.1pp | 67.2%+14.2pp |
| Annual return | 18.90% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $732 | $2,928-75.0% | $3,737-80.4% | $2,670-72.6% |
| Participant deferral / active EE | $6,594 | $3,659+80.2% | $4,878+35.2% | $4,125+59.8% |
| Admin fee / account holder | $195 | $5,216-96.3% | $6,730-97.1% | $5,651-96.5% |