Filed February 23, 1993
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,001 | $87,841-60.2% | $133,980-73.9% | $62,891-44.3% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 5.71% | 12.05%-6.3pp | 29.30%-23.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $486 | $3,483-86.0% | $5,211-90.7% | $2,281-78.7% |
| Participant deferral / active EE | $2,526 | $4,812-47.5% | $6,282-59.8% | $3,203-21.2% |
| Admin fee / account holder | $168 | $5,371-96.9% | $9,324-98.2% | $4,296-96.1% |