Filed October 18, 2004 (most recent of 2 filings on file)
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 | $101,900 | $183,963-44.6% | $162,163-37.2% | $152,861-33.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 18.69% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $4,146 | $6,371-34.9% | $5,614-26.2% | $4,762-12.9% |
| Participant deferral / active EE | $3,007 | $8,034-62.6% | $7,298-58.8% | $5,850-48.6% |
| Admin fee / account holder | $267 | $13,121-98.0% | $10,843-97.5% | $11,596-97.7% |