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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,366 | $183,963-68.8% | $162,163-64.6% | $152,861-62.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.12% | 150.76%-147.6pp | 115.59%-112.5pp | 345.32%-342.2pp |
| Employer contribution / active EE | $3,972 | $6,371-37.6% | $5,614-29.2% | $4,762-16.6% |
| Participant deferral / active EE | $491 | $8,034-93.9% | $7,298-93.3% | $5,850-91.6% |
| Admin fee / account holder | $71 | $13,121-99.5% | $10,843-99.3% | $11,596-99.4% |