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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,809 | $49,280+281.1% | $67,313+179.0% | $64,186+192.6% |
| Participation rate | 97.1% | 60.8%+36.3pp | 69.1%+28.0pp | 69.6%+27.5pp |
| Annual return | -7.32% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,888 | $1,668+73.1% | $2,566+12.6% | $2,381+21.3% |
| Participant deferral / active EE | $428 | $2,484-82.8% | $3,568-88.0% | $3,470-87.7% |
| Admin fee / account holder | $55 | $3,863-98.6% | $4,507-98.8% | $4,888-98.9% |