Filed November 30, 2004 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,086 | $87,841+83.4% | $133,980+20.2% | $62,891+156.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.64% | 12.05%-8.4pp | 29.30%-25.7pp | 20.14%-16.5pp |
| Employer contribution / active EE | $9,837 | $3,483+182.4% | $5,211+88.8% | $2,281+331.3% |
| Participant deferral / active EE | $930 | $4,812-80.7% | $6,282-85.2% | $3,203-71.0% |
| Admin fee / account holder | $17 | $5,371-99.7% | $9,324-99.8% | $4,296-99.6% |