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 | $165,235 | $90,503+82.6% | $78,689+110.0% | $273,961-39.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.97% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,517 | $3,176-20.7% | $2,851-11.7% | $4,869-48.3% |
| Participant deferral / active EE | $8,856 | $3,901+127.0% | $3,517+151.8% | $5,287+67.5% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |