Filed November 29, 2004 (most recent of 3 filings on file)
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 | $98,703 | $87,841+12.4% | $133,980-26.3% | $62,891+56.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 87.1%-1.4pp | 69.3%+16.4pp |
| Annual return | 7.73% | 12.05%-4.3pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $5,654 | $3,483+62.3% | $5,211+8.5% | $2,281+147.9% |
| Participant deferral / active EE | $2,704 | $4,812-43.8% | $6,282-57.0% | $3,203-15.6% |
| Admin fee / account holder | $202 | $5,371-96.2% | $9,324-97.8% | $4,296-95.3% |