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 | $181,277 | $100,773+79.9% | $88,946+103.8% | $142,382+27.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 8.75% | 70.18%-61.4pp | 57.82%-49.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $5,200 | $2,918+78.2% | $2,555+103.5% | $4,299+21.0% |
| Participant deferral / active EE | $5,200 | $5,230-0.6% | $4,581+13.5% | $6,507-20.1% |
| Admin fee / account holder | $30 | $9,693-99.7% | $8,261-99.6% | $12,624-99.8% |