Filed September 25, 2003
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 | $64,345 | $124,281-48.2% | $109,143-41.0% | $167,490-61.6% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 14.74% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,624 | $4,207-37.6% | $3,722-29.5% | $4,837-45.8% |
| Participant deferral / active EE | $4,562 | $5,255-13.2% | $4,653-2.0% | $6,341-28.1% |
| Admin fee / account holder | $41 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |