Filed March 8, 1999
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 | $171,124 | $153,311+11.6% | $109,313+56.5% | $273,961-37.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.50% | 29.86%-21.4pp | 22.07%-13.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $5,817 | $5,619+3.5% | $3,892+49.5% | $4,869+19.5% |
| Participant deferral / active EE | $10,369 | $3,932+163.7% | $3,166+227.5% | $5,287+96.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |