Filed June 4, 1993
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 | $198,004 | $112,096+76.6% | $95,952+106.4% | $158,922+24.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.09% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,039 | $3,198-67.5% | $2,541-59.1% | $4,761-78.2% |
| Participant deferral / active EE | $6,926 | $4,784+44.8% | $4,167+66.2% | $5,982+15.8% |
| Admin fee / account holder | $31 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |