Filed April 6, 1993
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 | $40,605 | $32,037+26.7% | $69,182-41.3% | $62,891-35.4% |
| Participation rate | 97.7% | 43.4%+54.3pp | 55.1%+42.6pp | 69.3%+28.4pp |
| Annual return | 5.71% | 15.16%-9.4pp | -21.93%+27.6pp | 20.14%-14.4pp |
| Employer contribution / active EE | $349 | $679-48.7% | $1,206-71.1% | $2,281-84.7% |
| Participant deferral / active EE | $1,258 | $1,185+6.1% | $1,897-33.7% | $3,203-60.7% |
| Admin fee / account holder | $116 | $2,608-95.5% | $2,697-95.7% | $4,296-97.3% |