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 | $153,429 | $113,935+34.7% | $94,224+62.8% | $125,391+22.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.29% | 5.29%-5.6pp | 10.68%-11.0pp | 282.22%-282.5pp |
| Employer contribution / active EE | $9,420 | $4,727+99.3% | $3,587+162.7% | $4,866+93.6% |
| Participant deferral / active EE | $5,455 | $5,179+5.3% | $4,320+26.3% | $5,352+1.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |