Filed December 1, 1998
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 5-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 | $20,976 | $99,341-78.9% | $84,750-75.2% | $273,961-92.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.88% | 22.93%-15.0pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,344 | $4,214-68.1% | $3,574-62.4% | $4,869-72.4% |
| Participant deferral / active EE | $1,477 | $4,269-65.4% | $3,712-60.2% | $5,287-72.1% |
| Admin fee / account holder | $15 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |