Filed October 31, 2003
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 | $35,526 | $113,339-68.7% | $94,993-62.6% | $147,584-75.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.97% | 20.77%-3.8pp | 27.12%-10.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,766 | $3,160-44.1% | $2,603-32.2% | $4,876-63.8% |
| Participant deferral / active EE | $4,411 | $3,777+16.8% | $3,317+33.0% | $5,439-18.9% |
| Admin fee / account holder | $49 | $6,063-99.2% | $4,960-99.0% | $10,885-99.5% |