Filed December 19, 1995 (most recent of 2 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,793 | $120,005-92.7% | $68,509-87.2% | $67,505-87.0% |
| Participation rate | 95.0% | 87.9%+7.0pp | 74.7%+20.3pp | 71.2%+23.8pp |
| Annual return | -2.92% | 2.25%-5.2pp | 8.27%-11.2pp | 6.52%-9.4pp |
| Employer contribution / active EE | $2,127 | $4,267-50.2% | $2,278-6.6% | $2,173-2.1% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $3,382-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $71-100.0% | $5,275-100.0% | $56-100.0% |