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 | $41,812 | $154,117-72.9% | $129,995-67.8% | $139,434-70.0% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 21.72% | 32.48%-10.8pp | -137.18%+158.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $2,318 | $5,289-56.2% | $4,320-46.3% | $4,751-51.2% |
| Participant deferral / active EE | $3,009 | $6,710-55.2% | $5,820-48.3% | $6,710-55.2% |
| Admin fee / account holder | $254 | $14,007-98.2% | $10,614-97.6% | $11,403-97.8% |