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 | $167,047 | $181,894-8.2% | $156,549+6.7% | $273,961-39.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.32% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,728 | $6,248-56.3% | $5,501-50.4% | $4,869-44.0% |
| Participant deferral / active EE | $6,447 | $5,550+16.2% | $4,871+32.3% | $5,287+21.9% |
| Admin fee / account holder | $215 | $15,559-98.6% | $13,027-98.3% | $10,132-97.9% |