Filed November 2, 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 | $98,311 | $153,772-36.1% | $133,980-26.6% | $273,961-64.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 8.15% | 36.51%-28.4pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $3,139 | $6,029-47.9% | $5,211-39.8% | $4,869-35.5% |
| Participant deferral / active EE | $6,946 | $6,958-0.2% | $6,282+10.6% | $5,287+31.4% |
| Admin fee / account holder | $24 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |