Filed July 15, 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 | $183,097 | $138,044+32.6% | $125,339+46.1% | $134,475+36.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.33% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,278 | $5,243-56.5% | $4,814-52.7% | $4,740-51.9% |
| Participant deferral / active EE | $5,715 | $7,799-26.7% | $7,446-23.2% | $6,400-10.7% |
| Admin fee / account holder | $6 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |