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 | $6,067 | $54,380-88.8% | $68,509-91.1% | $59,632-89.8% |
| Participation rate | 97.1% | 70.2%+27.0pp | 74.7%+22.4pp | 68.7%+28.5pp |
| Annual return | -3.37% | 2.83%-6.2pp | 8.27%-11.6pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $1,278 | $1,539-17.0% | $2,278-43.9% | $2,203-42.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |