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 | $36,188 | $57,281-36.8% | $86,612-58.2% | $75,163-51.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.60% | 2670.75%-2647.1pp | 591.07%-567.5pp | 160.62%-137.0pp |
| Employer contribution / active EE | $3,278 | $2,314+41.6% | $3,022+8.4% | $2,670+22.8% |
| Participant deferral / active EE | $4,873 | $3,318+46.9% | $4,438+9.8% | $4,125+18.1% |
| Admin fee / account holder | $82 | $4,112-98.0% | $5,614-98.5% | $5,651-98.5% |