Filed January 26, 1994
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 | $65,787 | $118,680-44.6% | $98,907-33.5% | $158,922-58.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.40% | 372.35%-353.0pp | 196.43%-177.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,121 | $3,333-6.4% | $2,689+16.1% | $4,761-34.5% |
| Participant deferral / active EE | $6,034 | $5,088+18.6% | $4,244+42.2% | $5,982+0.9% |
| Admin fee / account holder | $283 | $10,131-97.2% | $6,642-95.7% | $11,246-97.5% |