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 | $97,204 | $76,552+27.0% | $123,892-21.5% | $62,891+54.6% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $581 | $2,883-79.8% | $4,617-87.4% | $2,281-74.5% |
| Participant deferral / active EE | $4,088 | $4,840-15.5% | $5,984-31.7% | $3,203+27.6% |
| Admin fee / account holder | $191 | $4,826-96.0% | $8,357-97.7% | $4,296-95.6% |