Filed October 11, 1995
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 | $243,181 | $131,829+84.5% | $108,579+124.0% | $273,961-11.2% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 7.24% | -91.57%+98.8pp | -51.70%+58.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,502 | $4,912-69.4% | $3,758-60.0% | $4,869-69.2% |
| Participant deferral / active EE | $8,747 | $5,127+70.6% | $4,311+102.9% | $5,287+65.4% |
| Admin fee / account holder | $180 | $10,252-98.2% | $7,645-97.6% | $10,132-98.2% |