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 | $94,099 | $90,600+3.9% | $79,464+18.4% | $135,375-30.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.71% | 977.43%-983.1pp | 718.14%-723.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,336 | $3,068+171.7% | $2,800+197.7% | $4,779+74.4% |
| Participant deferral / active EE | $8,681 | $4,050+114.3% | $3,704+134.4% | $5,609+54.8% |
| Admin fee / account holder | -$178 | $5,907-103.0% | $5,113-103.5% | $10,827-101.6% |