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 | $2,387 | $62,324-96.2% | $68,509-96.5% | $55,191-95.7% |
| Participation rate | 98.2% | 78.9%+19.3pp | 74.7%+23.5pp | 69.2%+29.1pp |
| Annual return | -8.57% | 4.26%-12.8pp | 8.27%-16.8pp | 10.78%-19.4pp |
| Employer contribution / active EE | $999 | $2,223-55.0% | $2,278-56.1% | $1,899-47.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |