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 | $45,148 | $90,503-50.1% | $78,689-42.6% | $273,961-83.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 18.02% | 75.60%-57.6pp | 62.18%-44.2pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,023 | $3,176-36.3% | $2,851-29.0% | $4,869-58.5% |
| Participant deferral / active EE | $4,722 | $3,901+21.0% | $3,517+34.3% | $5,287-10.7% |
| Admin fee / account holder | $168 | $5,263-96.8% | $4,510-96.3% | $10,132-98.3% |