Filed March 8, 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 | $109,183 | $99,341+9.9% | $84,750+28.8% | $273,961-60.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.28% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $6,731 | $4,214+59.7% | $3,574+88.3% | $4,869+38.2% |
| Participant deferral / active EE | $13,638 | $4,269+219.4% | $3,712+267.4% | $5,287+157.9% |
| Admin fee / account holder | -$23 | $6,644-100.3% | $5,332-100.4% | $10,132-100.2% |