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 | $140,979 | $114,047+23.6% | $96,139+46.6% | $167,490-15.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.94% | 189.88%-179.9pp | 191.94%-182.0pp | 478.56%-468.6pp |
| Employer contribution / active EE | $4,451 | $3,427+29.9% | $2,797+59.1% | $4,837-8.0% |
| Participant deferral / active EE | $4,451 | $5,194-14.3% | $4,349+2.4% | $6,341-29.8% |
| Admin fee / account holder | $30 | $6,897-99.6% | $5,537-99.5% | $12,309-99.8% |