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 | $230,305 | $167,484+37.5% | $151,611+51.9% | $134,475+71.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 10.19% | 7.80%+2.4pp | 3.33%+6.9pp | 417.96%-407.8pp |
| Employer contribution / active EE | $23,649 | $6,829+246.3% | $6,166+283.5% | $4,740+399.0% |
| Participant deferral / active EE | $15,373 | $8,986+71.1% | $8,363+83.8% | $6,400+140.2% |
| Admin fee / account holder | $40 | $13,783-99.7% | $11,616-99.7% | $11,426-99.6% |