Filed April 13, 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.
See 1 actuary disclosure. $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 | $0 | $46,757-100.0% | $186,737-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 11.3%-11.3pp | 31.3%-31.3pp | 11.3%-11.3pp |
| Annual return | 12.38% | 8.16%+4.2pp | 7.90%+4.5pp | 10.41%+2.0pp |
| Employer contribution / active EE | $70,588 | $15,780+347.3% | $41,695+69.3% | $14,691+380.5% |
| Participant deferral / active EE | $1,271 | $53+2300.0% | $47+2610.5% | $58+2084.7% |
| Admin fee / account holder | $0 | $2,646-100.0% | $811-100.0% | $2,646-100.0% |