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 | $121,840 | $93,024+31.0% | $77,024+58.2% | $134,475-9.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.91% | 62.60%-77.5pp | 42.32%-57.2pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,686 | $3,418+37.1% | $2,812+66.6% | $4,740-1.1% |
| Participant deferral / active EE | $4,686 | $5,238-10.5% | $4,426+5.9% | $6,400-26.8% |
| Admin fee / account holder | $30 | $6,944-99.6% | $5,425-99.4% | $11,426-99.7% |