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 | $83,807 | $88,594-5.4% | $70,092+19.6% | $134,475-37.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.69% | 442.67%-455.4pp | 190.73%-203.4pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,908 | $3,233-41.0% | $2,559-25.5% | $4,740-59.8% |
| Participant deferral / active EE | $2,363 | $4,772-50.5% | $3,849-38.6% | $6,400-63.1% |
| Admin fee / account holder | $180 | $10,441-98.3% | $6,267-97.1% | $11,426-98.4% |