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 | $212,549 | $102,966+106.4% | $90,281+135.4% | $152,861+39.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 12.34% | 95.16%-82.8pp | 78.10%-65.8pp | 345.32%-333.0pp |
| Employer contribution / active EE | $12,764 | $3,139+306.7% | $2,854+347.1% | $4,762+168.0% |
| Participant deferral / active EE | $7,248 | $4,281+69.3% | $3,885+86.5% | $5,850+23.9% |
| Admin fee / account holder | $16 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |