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 | $98,520 | $77,314+27.4% | $177,989-44.6% | $80,856+21.8% |
| Participation rate | 76.6% | 65.7%+10.9pp | 77.1%-0.5pp | 67.6%+9.0pp |
| Annual return | 256.69% | 18.09%+238.6pp | 294.48%-37.8pp | 35.59%+221.1pp |
| Employer contribution / active EE | $2,889 | $2,292+26.1% | $3,949-26.8% | $2,755+4.9% |
| Participant deferral / active EE | $4,009 | $4,411-9.1% | $6,276-36.1% | $4,296-6.7% |
| Admin fee / account holder | $212 | $7,191-97.1% | $10,363-98.0% | $6,918-96.9% |