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 9-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 | $60,590 | $92,703-34.6% | $82,719-26.8% | $134,475-54.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,285 | $3,274+0.3% | $3,009+9.2% | $4,740-30.7% |
| Participant deferral / active EE | $7,737 | $4,802+61.1% | $4,395+76.0% | $6,400+20.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |