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 | $48,980 | $106,515-54.0% | $96,683-49.3% | $139,434-64.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 19.26% | 38.43%-19.2pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,121 | $4,103-23.9% | $3,737-16.5% | $4,751-34.3% |
| Participant deferral / active EE | $5,334 | $5,454-2.2% | $4,878+9.3% | $6,710-20.5% |
| Admin fee / account holder | $169 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |