Filed October 19, 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 9-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 | $117,902 | $124,319-5.2% | $111,297+5.9% | $167,490-29.6% |
| Participation rate | 77.8% | 79.6%-1.8pp | 77.3%+0.5pp | 82.1%-4.3pp |
| Annual return | 34.74% | 37.44%-2.7pp | 54.65%-19.9pp | 478.56%-443.8pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,506 | $5,180-13.0% | $4,487+0.4% | $6,341-28.9% |
| Admin fee / account holder | $203 | $10,618-98.1% | $7,964-97.4% | $12,309-98.4% |