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 | $106,312 | $171,865-38.1% | $149,718-29.0% | $147,584-28.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 12.16% | 2113.22%-2101.1pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,030 | $6,275-51.7% | $5,445-44.3% | $4,876-37.9% |
| Participant deferral / active EE | $6,502 | $7,271-10.6% | $6,569-1.0% | $5,439+19.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |