Filed January 13, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,412 | $176,056-35.0% | $159,436-28.2% | $167,490-31.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.90% | 331.75%-323.8pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $4,991 | $5,297-5.8% | $4,829+3.3% | $4,837+3.2% |
| Participant deferral / active EE | $3,448 | $7,750-55.5% | $7,352-53.1% | $6,341-45.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |