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 | $139,173 | $131,829+5.6% | $108,579+28.2% | $273,961-49.2% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.6%+11.3pp | 83.0%+7.9pp |
| Annual return | 8.23% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $1,348 | $4,912-72.6% | $3,758-64.1% | $4,869-72.3% |
| Participant deferral / active EE | $7,006 | $5,127+36.6% | $4,311+62.5% | $5,287+32.5% |
| Admin fee / account holder | $11 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |