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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,758 | $88,707-71.0% | $74,183-65.3% | $273,961-90.6% |
| Participation rate | 73.9% | 79.4%-5.5pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | 4.20% | 11.94%-7.7pp | 17.74%-13.5pp | 41.45%-37.3pp |
| Employer contribution / active EE | $48 | $3,159-98.5% | $2,370-98.0% | $4,869-99.0% |
| Participant deferral / active EE | $968 | $4,212-77.0% | $3,550-72.7% | $5,287-81.7% |
| Admin fee / account holder | $257 | $8,717-97.0% | $5,586-95.4% | $10,132-97.5% |