Filed March 26, 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 7-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 | $51,009 | $96,635-47.2% | $86,612-41.1% | $139,434-63.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 15.79% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,382 | $3,263-27.0% | $3,022-21.2% | $4,751-49.9% |
| Participant deferral / active EE | $5,806 | $4,836+20.1% | $4,438+30.8% | $6,710-13.5% |
| Admin fee / account holder | $299 | $6,408-95.3% | $5,614-94.7% | $11,403-97.4% |