Filed February 23, 2005
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,275 | $150,440-91.8% | $136,294-91.0% | $147,584-91.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 27.94% | 1049.08%-1021.1pp | 5155.94%-5128.0pp | 578.55%-550.6pp |
| Employer contribution / active EE | $2,040 | $5,256-61.2% | $4,695-56.6% | $4,876-58.2% |
| Participant deferral / active EE | $2,572 | $6,630-61.2% | $6,247-58.8% | $5,439-52.7% |
| Admin fee / account holder | $157 | $10,905-98.6% | $9,243-98.3% | $10,885-98.6% |