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 | $105,125-100.0% | $157,995-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 41.3%-41.3pp | 14.6%-14.6pp |
| Annual return | -6.31% | 1298.66%-1305.0pp | 83.75%-90.1pp | 10.56%-16.9pp |
| Employer contribution / active EE | $93,750 | $13,000+621.1% | $41,592+125.4% | $13,643+587.2% |
| Participant deferral / active EE | $1,650 | $63+2500.0% | $77+2050.7% | $62+2554.9% |
| Admin fee / account holder | $0 | $3,354-100.0% | $678-100.0% | $3,354-100.0% |