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 | $69,350 | $99,020-30.0% | $86,590-19.9% | $147,584-53.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 12.91% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $4,425 | $3,132+41.3% | $2,839+55.8% | $4,876-9.3% |
| Participant deferral / active EE | $3,926 | $3,972-1.2% | $3,609+8.8% | $5,439-27.8% |
| Admin fee / account holder | $120 | $5,710-97.9% | $4,906-97.6% | $10,885-98.9% |