Filed February 25, 1998
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 8-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 | $0 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 14.19% | 8.88%+5.3pp | 9.36%+4.8pp | 9.89%+4.3pp |
| Employer contribution / active EE | $0 | $15,976-100.0% | $31,270-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |