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 | $124,038 | $185,822-33.2% | $169,993-27.0% | $139,434-11.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -9.50% | 60.50%-70.0pp | 53.37%-62.9pp | 372.94%-382.4pp |
| Employer contribution / active EE | $25,677 | $7,590+238.3% | $6,785+278.4% | $4,751+440.5% |
| Participant deferral / active EE | $13,963 | $11,622+20.1% | $10,408+34.2% | $6,710+108.1% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |