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 | $191,795 | $96,965+97.8% | $97,995+95.7% | $147,584+30.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.45% | 24.11%-9.7pp | 23.94%-9.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,941 | $4,536-57.2% | $4,158-53.3% | $4,876-60.2% |
| Participant deferral / active EE | $3,683 | $5,081-27.5% | $5,097-27.7% | $5,439-32.3% |
| Admin fee / account holder | $7 | $8,120-99.9% | $5,943-99.9% | $10,885-99.9% |