Filed December 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,023 | $217,402-89.9% | $185,823-88.1% | $167,490-86.9% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 11.77% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $899 | $5,873-84.7% | $5,167-82.6% | $4,837-81.4% |
| Participant deferral / active EE | $2,714 | $6,356-57.3% | $5,568-51.2% | $6,341-57.2% |
| Admin fee / account holder | $272 | $19,811-98.6% | $16,237-98.3% | $12,309-97.8% |