Filed May 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,720 | $95,193+15.3% | $76,523+43.4% | $135,375-19.0% |
| Participation rate | 87.0% | 74.4%+12.6pp | 68.0%+19.0pp | 82.6%+4.3pp |
| Annual return | -5.40% | 4.85%-10.2pp | -0.27%-5.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $857 | $3,302-74.0% | $2,647-67.6% | $4,779-82.1% |
| Participant deferral / active EE | $5,000 | $4,639+7.8% | $3,835+30.4% | $5,609-10.8% |
| Admin fee / account holder | $31 | $6,249-99.5% | $4,848-99.4% | $10,827-99.7% |