Filed August 16, 1996
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 | $92,672 | $72,277+28.2% | $101,248-8.5% | $79,858+16.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.10% | 22.30%-30.4pp | 46.47%-54.6pp | 31.71%-39.8pp |
| Employer contribution / active EE | $1,722 | $2,692-36.0% | $3,660-52.9% | $2,471-30.3% |
| Participant deferral / active EE | $7,772 | $3,282+136.8% | $4,370+77.8% | $3,740+107.8% |
| Admin fee / account holder | $51 | $4,400-98.8% | $5,945-99.1% | $5,306-99.0% |