Filed January 1, 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 | $73,502 | $137,414-46.5% | $189,513-61.2% | $85,850-14.4% |
| Participation rate | 89.4% | 84.6%+4.7pp | 87.8%+1.6pp | 69.3%+20.0pp |
| Annual return | 17.81% | 38.14%-20.3pp | 555.15%-537.3pp | 318.53%-300.7pp |
| Employer contribution / active EE | $2,062 | $4,344-52.5% | $6,162-66.5% | $2,565-19.6% |
| Participant deferral / active EE | $3,941 | $6,260-37.0% | $8,221-52.1% | $3,952-0.3% |
| Admin fee / account holder | $208 | $8,630-97.6% | $12,045-98.3% | $6,260-96.7% |