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 | $126,609 | $109,327+15.8% | $89,391+41.6% | $158,922-20.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.51% | 345.68%-332.2pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $4,451 | $3,170+40.4% | $2,586+72.1% | $4,761-6.5% |
| Participant deferral / active EE | $4,451 | $4,598-3.2% | $3,890+14.4% | $5,982-25.6% |
| Admin fee / account holder | $45 | $6,153-99.3% | $4,881-99.1% | $11,246-99.6% |