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 | $57,792 | $54,705+5.6% | $71,209-18.8% | $84,808-31.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 23.84% | 35.90%-12.1pp | 282.51%-258.7pp | 40.90%-17.1pp |
| Employer contribution / active EE | $3,833 | $2,158+77.6% | $2,721+40.9% | $2,631+45.7% |
| Participant deferral / active EE | $6,028 | $3,030+98.9% | $4,175+44.4% | $4,212+43.1% |
| Admin fee / account holder | $215 | $4,863-95.6% | $5,349-96.0% | $7,344-97.1% |