Filed December 31, 1996
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 | $35,989 | $99,020-63.7% | $86,590-58.4% | $147,584-75.6% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 15.45% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $3,626 | $3,132+15.8% | $2,839+27.7% | $4,876-25.6% |
| Participant deferral / active EE | $3,832 | $3,972-3.5% | $3,609+6.2% | $5,439-29.5% |
| Admin fee / account holder | $166 | $5,710-97.1% | $4,906-96.6% | $10,885-98.5% |