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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,139 | $183,963-25.5% | $162,163-15.4% | $152,861-10.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.51% | 150.76%-143.3pp | 115.59%-108.1pp | 345.32%-337.8pp |
| Employer contribution / active EE | $4,207 | $6,371-34.0% | $5,614-25.1% | $4,762-11.7% |
| Participant deferral / active EE | $4,730 | $8,034-41.1% | $7,298-35.2% | $5,850-19.1% |
| Admin fee / account holder | $44 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |