Filed February 24, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,414 | $160,055-58.5% | $140,016-52.6% | $135,375-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.30% | 911.38%-915.7pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $4,603 | $6,420-28.3% | $5,606-17.9% | $4,779-3.7% |
| Participant deferral / active EE | $2,557 | $7,642-66.5% | $6,927-63.1% | $5,609-54.4% |
| Admin fee / account holder | $44 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |