Filed May 5, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,349 | $138,065-59.9% | $123,544-55.2% | $135,375-59.1% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -12.81% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,570 | $5,151-69.5% | $4,628-66.1% | $4,779-67.1% |
| Participant deferral / active EE | $4,298 | $6,799-36.8% | $6,426-33.1% | $5,609-23.4% |
| Admin fee / account holder | $209 | $10,916-98.1% | $9,284-97.7% | $10,827-98.1% |