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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,559 | $78,672+57.1% | $109,143+13.2% | $85,850+43.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 37.96% | 25.09%+12.9pp | 25.75%+12.2pp | 318.53%-280.6pp |
| Employer contribution / active EE | $2,047 | $2,735-25.2% | $3,722-45.0% | $2,565-20.2% |
| Participant deferral / active EE | $7,818 | $3,467+125.5% | $4,653+68.0% | $3,952+97.8% |
| Admin fee / account holder | $234 | $5,469-95.7% | $6,752-96.5% | $6,260-96.3% |