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 | $26,628 | $103,376-74.2% | $87,100-69.4% | $152,861-82.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.80% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,282 | $3,220-29.1% | $2,521-9.5% | $4,762-52.1% |
| Participant deferral / active EE | $1,706 | $4,778-64.3% | $4,049-57.9% | $5,850-70.8% |
| Admin fee / account holder | $251 | $12,205-97.9% | $7,497-96.7% | $11,596-97.8% |