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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,971 | $183,963-72.8% | $162,163-69.2% | $152,861-67.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -2.14% | 150.76%-152.9pp | 115.59%-117.7pp | 345.32%-347.5pp |
| Employer contribution / active EE | $5,220 | $6,371-18.1% | $5,614-7.0% | $4,762+9.6% |
| Participant deferral / active EE | $5,030 | $8,034-37.4% | $7,298-31.1% | $5,850-14.0% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |