Filed January 22, 1996
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 | $59,391 | $64,348-7.7% | $90,160-34.1% | $70,131-15.3% |
| Participation rate | 87.5% | 70.4%+17.1pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 19.06% | 28.13%-9.1pp | 34.88%-15.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $410 | $2,046-80.0% | $3,318-87.7% | $2,342-82.5% |
| Participant deferral / active EE | $4,095 | $4,389-6.7% | $5,288-22.5% | $3,332+22.9% |
| Admin fee / account holder | $24 | $3,944-99.4% | $5,943-99.6% | $4,645-99.5% |