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 | $282,865-100.0% | $337,745-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 12.4%-12.4pp |
| Annual return | 7.54% | 9.35%-1.8pp | 9.57%-2.0pp | 9.89%-2.4pp |
| Employer contribution / active EE | $66,667 | $10,293+547.7% | $39,758+67.7% | $14,313+365.8% |
| Participant deferral / active EE | $2,399 | $67+3500.0% | $45+5173.1% | $62+3766.2% |
| Admin fee / account holder | $0 | $9,084-100.0% | $352,588-100.0% | $9,084-100.0% |