Filed December 31, 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 | $52,156 | $92,222-43.4% | $76,768-32.1% | $135,375-61.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -5.07% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,456 | $3,216-54.7% | $2,485-41.4% | $4,779-69.5% |
| Participant deferral / active EE | $2,264 | $4,509-49.8% | $3,852-41.2% | $5,609-59.6% |
| Admin fee / account holder | $57 | $10,748-99.5% | $6,675-99.1% | $10,827-99.5% |