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 | $40,879 | $72,404-43.5% | $110,238-62.9% | $64,186-36.3% |
| Participation rate | 96.6% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+27.0pp |
| Annual return | -7.12% | -6.29%-0.8pp | 314.74%-321.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,317 | $2,282+1.6% | $3,826-39.4% | $2,381-2.7% |
| Participant deferral / active EE | $3,933 | $3,469+13.4% | $4,672-15.8% | $3,470+13.4% |
| Admin fee / account holder | $143 | $5,664-97.5% | $8,547-98.3% | $4,888-97.1% |