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 | $164,308 | $99,877+64.5% | $84,966+93.4% | $145,922+12.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.55% | 83.76%-74.2pp | 66.38%-56.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $5,600 | $3,231+73.3% | $2,727+105.3% | $4,660+20.2% |
| Participant deferral / active EE | $5,600 | $5,291+5.8% | $4,519+23.9% | $6,688-16.3% |
| Admin fee / account holder | $49 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |