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 | $36,613 | $167,307-78.1% | $143,757-74.5% | $134,475-72.8% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -14.03% | 0.46%-14.5pp | -0.04%-14.0pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,372 | $5,619-75.6% | $4,951-72.3% | $4,740-71.0% |
| Participant deferral / active EE | $4,173 | $6,446-35.3% | $5,637-26.0% | $6,400-34.8% |
| Admin fee / account holder | $259 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |