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 | $152,191 | $105,998+43.6% | $92,233+65.0% | $147,584+3.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.49% | 50.05%-29.6pp | 176.28%-155.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $7,001 | $4,333+61.6% | $3,679+90.3% | $4,876+43.6% |
| Participant deferral / active EE | $13,638 | $4,478+204.6% | $3,897+250.0% | $5,439+150.8% |
| Admin fee / account holder | -$204 | $6,332-103.2% | $5,194-103.9% | $10,885-101.9% |