Filed April 26, 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 | $53,974 | $197,591-72.7% | $177,821-69.6% | $158,922-66.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 1.57% | 58.76%-57.2pp | 48.32%-46.7pp | 302.83%-301.3pp |
| Employer contribution / active EE | $2,828 | $6,697-57.8% | $5,918-52.2% | $4,761-40.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $119 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |