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 | $179,649 | $95,193+88.7% | $76,523+134.8% | $135,375+32.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.70% | 4.85%-11.6pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,444 | $3,302-26.0% | $2,647-7.7% | $4,779-48.8% |
| Participant deferral / active EE | $11,387 | $4,639+145.4% | $3,835+196.9% | $5,609+103.0% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |