Filed April 19, 2005
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 | $136,332 | $135,635+0.5% | $110,238+23.7% | $135,375+0.7% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | 11.22% | 513.19%-502.0pp | 314.74%-303.5pp | 519.73%-508.5pp |
| Employer contribution / active EE | $878 | $4,906-82.1% | $3,826-77.1% | $4,779-81.6% |
| Participant deferral / active EE | $4,269 | $5,506-22.5% | $4,672-8.6% | $5,609-23.9% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,547-99.7% | $10,827-99.8% |