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 | $40,838 | $90,600-54.9% | $79,464-48.6% | $135,375-69.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 24.93% | 977.43%-952.5pp | 718.14%-693.2pp | 519.73%-494.8pp |
| Employer contribution / active EE | $3,177 | $3,068+3.6% | $2,800+13.5% | $4,779-33.5% |
| Participant deferral / active EE | $3,316 | $4,050-18.1% | $3,704-10.5% | $5,609-40.9% |
| Admin fee / account holder | $127 | $5,907-97.8% | $5,113-97.5% | $10,827-98.8% |