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 | $57,072 | $90,503-36.9% | $78,689-27.5% | $273,961-79.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,348 | $3,176+36.9% | $2,851+52.5% | $4,869-10.7% |
| Participant deferral / active EE | $3,656 | $3,901-6.3% | $3,517+4.0% | $5,287-30.8% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |