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 | $228,640 | $176,662+29.4% | $130,648+75.0% | $152,861+49.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.05% | 2692.24%-2670.2pp | 1708.96%-1686.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,728 | $5,742-0.2% | $4,092+40.0% | $4,762+20.3% |
| Participant deferral / active EE | $12,940 | $4,361+196.7% | $3,603+259.2% | $5,850+121.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |