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 | $117,567 | $55,706+111.0% | $75,886+54.9% | $72,985+61.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.30% | 27.59%-6.3pp | 30.76%-9.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,604 | $1,687-4.9% | $2,500-35.8% | $2,440-34.3% |
| Participant deferral / active EE | $9,699 | $2,634+268.3% | $3,603+169.2% | $3,607+168.9% |
| Admin fee / account holder | $140 | $3,978-96.5% | $5,418-97.4% | $5,124-97.3% |