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 | $172,041 | $158,817+8.3% | $121,196+42.0% | $135,375+27.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.99% | -0.64%-3.4pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $5,849 | $5,665+3.3% | $4,022+45.4% | $4,779+22.4% |
| Participant deferral / active EE | $9,211 | $4,005+130.0% | $3,344+175.4% | $5,609+64.2% |
| Admin fee / account holder | $16 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |