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 | $174,820 | $201,272-13.1% | $184,203-5.1% | $145,922+19.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.54% | 29.00%-5.5pp | 28.81%-5.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $26,931 | $7,022+283.5% | $6,427+319.0% | $4,660+478.0% |
| Participant deferral / active EE | $16,243 | $9,806+65.6% | $9,131+77.9% | $6,688+142.9% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |