Filed October 27, 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 | $113,432 | $109,359+3.7% | $162,163-30.1% | $72,985+55.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.60% | 25.46%-4.9pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,002 | $3,907+2.4% | $5,614-28.7% | $2,440+64.0% |
| Participant deferral / active EE | $5,564 | $5,481+1.5% | $7,298-23.8% | $3,607+54.2% |
| Admin fee / account holder | $87 | $7,972-98.9% | $10,843-99.2% | $5,124-98.3% |