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 | $90,112 | $153,772-41.4% | $133,980-32.7% | $273,961-67.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 9.57% | 36.51%-26.9pp | 29.30%-19.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,866 | $6,029-69.1% | $5,211-64.2% | $4,869-61.7% |
| Participant deferral / active EE | $2,727 | $6,958-60.8% | $6,282-56.6% | $5,287-48.4% |
| Admin fee / account holder | $2 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |