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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,593 | $197,591+105.3% | $177,821+128.1% | $158,922+155.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.40% | 58.76%-57.4pp | 48.32%-46.9pp | 302.83%-301.4pp |
| Employer contribution / active EE | $11,335 | $6,697+69.2% | $5,918+91.5% | $4,761+138.1% |
| Participant deferral / active EE | $13,329 | $8,405+58.6% | $7,714+72.8% | $5,982+122.8% |
| Admin fee / account holder | $184 | $15,399-98.8% | $12,427-98.5% | $11,246-98.4% |