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 | $48,067 | $52,279-8.1% | $89,391-46.2% | $79,858-39.8% |
| Participation rate | 87.5% | 57.5%+30.0pp | 68.0%+19.5pp | 69.6%+17.9pp |
| Annual return | 13.81% | 22.16%-8.3pp | 245.62%-231.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,423 | $1,572+54.2% | $2,586-6.3% | $2,471-2.0% |
| Participant deferral / active EE | $3,905 | $2,740+42.5% | $3,890+0.4% | $3,740+4.4% |
| Admin fee / account holder | $83 | $3,356-97.5% | $4,881-98.3% | $5,306-98.4% |