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 | $78,189 | $76,000+2.9% | $154,107-49.3% | $64,186+21.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.03% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,426 | $3,351+2.3% | $5,298-35.3% | $2,381+43.9% |
| Participant deferral / active EE | $2,509 | $3,175-21.0% | $5,081-50.6% | $3,470-27.7% |
| Admin fee / account holder | $173 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |