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 | $83,095 | $60,349+37.7% | $74,183+12.0% | $62,891+32.1% |
| Participation rate | 86.1% | 72.7%+13.4pp | 76.6%+9.5pp | 69.3%+16.8pp |
| Annual return | 4.82% | 21.37%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,609 | $1,680+55.3% | $2,370+10.1% | $2,281+14.4% |
| Participant deferral / active EE | $4,688 | $2,856+64.1% | $3,550+32.1% | $3,203+46.4% |
| Admin fee / account holder | $282 | $4,261-93.4% | $5,586-95.0% | $4,296-93.4% |