Filed October 18, 2004 (most recent of 2 filings on file)
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 | $94,007 | $153,772-38.9% | $133,980-29.8% | $273,961-65.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.50% | 36.51%-24.0pp | 29.30%-16.8pp | 41.45%-29.0pp |
| Employer contribution / active EE | $7,977 | $6,029+32.3% | $5,211+53.1% | $4,869+63.8% |
| Participant deferral / active EE | $7,036 | $6,958+1.1% | $6,282+12.0% | $5,287+33.1% |
| Admin fee / account holder | $44 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |