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 | $125,218 | $84,695+47.8% | $73,843+69.6% | $125,391-0.1% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -1.27% | 3123.53%-3124.8pp | 2267.84%-2269.1pp | 282.22%-283.5pp |
| Employer contribution / active EE | $6,759 | $3,123+116.4% | $2,787+142.5% | $4,866+38.9% |
| Participant deferral / active EE | $7,112 | $3,992+78.1% | $3,583+98.5% | $5,352+32.9% |
| Admin fee / account holder | -$148 | $5,691-102.6% | $4,880-103.0% | $9,540-101.6% |