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 | $91,357 | $49,280+85.4% | $67,313+35.7% | $64,186+42.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.20% | -1.39%-1.8pp | -4.08%+0.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,000 | $1,668+19.9% | $2,566-22.0% | $2,381-16.0% |
| Participant deferral / active EE | $8,509 | $2,484+242.5% | $3,568+138.5% | $3,470+145.2% |
| Admin fee / account holder | $159 | $3,863-95.9% | $4,507-96.5% | $4,888-96.7% |