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 3-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 | $187,033 | $125,758+48.7% | $169,993+10.0% | $75,163+148.8% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.0%+9.9pp | 67.2%+29.7pp |
| Annual return | 0.00% | 27.20%-27.2pp | 53.37%-53.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,187 | $4,615-52.6% | $6,785-67.8% | $2,670-18.1% |
| Participant deferral / active EE | $813 | $6,837-88.1% | $10,408-92.2% | $4,125-80.3% |
| Admin fee / account holder | $122 | $8,173-98.5% | $12,815-99.0% | $5,651-97.8% |