Filed October 19, 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 | $183,058 | $176,056+4.0% | $159,436+14.8% | $167,490+9.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.66% | 331.75%-309.1pp | 263.57%-240.9pp | 478.56%-455.9pp |
| Employer contribution / active EE | $5,689 | $5,297+7.4% | $4,829+17.8% | $4,837+17.6% |
| Participant deferral / active EE | $11,661 | $7,750+50.5% | $7,352+58.6% | $6,341+83.9% |
| Admin fee / account holder | $123 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |