Filed January 7, 1991
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 | $166,177 | $165,984+0.1% | $164,813+0.8% | $145,922+13.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.62% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,827 | $5,273-65.3% | $4,341-57.9% | $4,660-60.8% |
| Participant deferral / active EE | $10,458 | $6,959+50.3% | $6,031+73.4% | $6,688+56.4% |
| Admin fee / account holder | $15 | $16,648-99.9% | $12,690-99.9% | $13,397-99.9% |