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 | $156,958 | $97,757+60.6% | $83,848+87.2% | $135,375+15.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.94% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,846 | $4,222-32.6% | $3,631-21.6% | $4,779-40.5% |
| Participant deferral / active EE | $6,350 | $4,682+35.6% | $4,082+55.6% | $5,609+13.2% |
| Admin fee / account holder | $26 | $6,674-99.6% | $5,478-99.5% | $10,827-99.8% |