Filed April 12, 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 7-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 | $125,982 | $167,484-24.8% | $151,611-16.9% | $134,475-6.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -17.86% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $8,471 | $6,829+24.0% | $6,166+37.4% | $4,740+78.7% |
| Participant deferral / active EE | $7,122 | $8,986-20.7% | $8,363-14.8% | $6,400+11.3% |
| Admin fee / account holder | $128 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |