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 | $29,458 | $98,240-70.0% | $82,313-64.2% | $147,584-80.0% |
| Participation rate | 85.0% | 79.7%+5.3pp | 76.9%+8.1pp | 82.8%+2.2pp |
| Annual return | 9.96% | 30.85%-20.9pp | 25.88%-15.9pp | 578.55%-568.6pp |
| Employer contribution / active EE | $55 | $3,192-98.3% | $2,428-97.7% | $4,876-98.9% |
| Participant deferral / active EE | $1,103 | $4,383-74.8% | $3,706-70.2% | $5,439-79.7% |
| Admin fee / account holder | $264 | $8,563-96.9% | $5,608-95.3% | $10,885-97.6% |