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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,896 | $209,411-21.3% | $178,490-7.6% | $158,922+3.8% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 15.14% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,740 | $5,706-52.0% | $5,011-45.3% | $4,761-42.4% |
| Participant deferral / active EE | $11,089 | $5,954+86.2% | $5,202+113.2% | $5,982+85.4% |
| Admin fee / account holder | $3 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |