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 | $244,898 | $69,977+250.0% | $108,579+125.5% | $62,891+289.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 12.62% | 10.73%+1.9pp | -51.70%+64.3pp | 20.14%-7.5pp |
| Employer contribution / active EE | $15,739 | $2,135+637.2% | $3,758+318.8% | $2,281+590.0% |
| Participant deferral / active EE | $5,717 | $3,165+80.7% | $4,311+32.6% | $3,203+78.5% |
| Admin fee / account holder | $51 | $5,076-99.0% | $7,645-99.3% | $4,296-98.8% |