Filed July 23, 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 | $82,228 | $84,233-2.4% | $170,442-51.8% | $70,131+17.2% |
| Participation rate | 81.7% | 70.8%+10.8pp | 83.6%-1.9pp | 69.5%+12.1pp |
| Annual return | 18.77% | 23.06%-4.3pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $996 | $3,387-70.6% | $5,433-81.7% | $2,342-57.5% |
| Participant deferral / active EE | $4,776 | $3,086+54.8% | $4,939-3.3% | $3,332+43.3% |
| Admin fee / account holder | $287 | $5,698-95.0% | $13,880-97.9% | $4,645-93.8% |