Filed April 12, 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 7-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 | $129,947 | $94,529+37.5% | $140,016-7.2% | $64,186+102.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -9.10% | 7.77%-16.9pp | 651.12%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $4,635 | $3,812+21.6% | $5,606-17.3% | $2,381+94.7% |
| Participant deferral / active EE | $3,762 | $5,250-28.3% | $6,927-45.7% | $3,470+8.4% |
| Admin fee / account holder | $1 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |