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 | $47,861 | $100,901-52.6% | $75,670-36.8% | $147,584-67.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 72.3%+18.6pp | 82.8%+8.1pp |
| Annual return | 16.07% | 35.78%-19.7pp | 27.34%-11.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,706 | $3,253-47.6% | $2,352-27.5% | $4,876-65.0% |
| Participant deferral / active EE | $787 | $4,027-80.5% | $3,142-75.0% | $5,439-85.5% |
| Admin fee / account holder | $49 | $11,285-99.6% | $5,800-99.2% | $10,885-99.6% |