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 | $38,231 | $118,849-67.8% | $96,562-60.4% | $167,490-77.2% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 16.96% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,894 | $3,120-39.3% | $2,356-19.6% | $4,837-60.8% |
| Participant deferral / active EE | $4,387 | $4,616-5.0% | $3,849+14.0% | $6,341-30.8% |
| Admin fee / account holder | $19 | $8,065-99.8% | $6,181-99.7% | $12,309-99.8% |