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 | $30,689 | $131,829-76.7% | $108,579-71.7% | $273,961-88.8% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 7.35% | -91.57%+98.9pp | -51.70%+59.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,623 | $4,912-67.0% | $3,758-56.8% | $4,869-66.7% |
| Participant deferral / active EE | $2,367 | $5,127-53.8% | $4,311-45.1% | $5,287-55.2% |
| Admin fee / account holder | $11 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |