Filed July 13, 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 | $245,431 | $175,202+40.1% | $149,673+64.0% | $139,434+76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.60% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,234 | $5,474+13.9% | $4,818+29.4% | $4,751+31.2% |
| Participant deferral / active EE | $18,013 | $6,519+176.3% | $5,680+217.1% | $6,710+168.4% |
| Admin fee / account holder | $213 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |