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 | $203,141 | $101,069+101.0% | $81,478+149.3% | $147,584+37.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.67% | 32.40%-16.7pp | 38.78%-23.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,039 | $3,205-5.2% | $2,568+18.3% | $4,876-37.7% |
| Participant deferral / active EE | $11,100 | $4,242+161.7% | $3,537+213.9% | $5,439+104.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |