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 | $84,434 | $97,757-13.6% | $83,848+0.7% | $135,375-37.6% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -3.39% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,622 | $4,222-61.6% | $3,631-55.3% | $4,779-66.1% |
| Participant deferral / active EE | $3,316 | $4,682-29.2% | $4,082-18.7% | $5,609-40.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |