Filed July 12, 1990
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 | $65,669 | $96,635-32.0% | $86,612-24.2% | $139,434-52.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.55% | 106.41%-91.9pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,034 | $3,263-37.7% | $3,022-32.7% | $4,751-57.2% |
| Participant deferral / active EE | $5,205 | $4,836+7.6% | $4,438+17.3% | $6,710-22.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |