Filed March 18, 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 | $30,332 | $60,349-49.7% | $74,183-59.1% | $62,891-51.8% |
| Participation rate | 86.2% | 72.7%+13.5pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 4.88% | 21.37%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $813 | $1,680-51.6% | $2,370-65.7% | $2,281-64.4% |
| Participant deferral / active EE | $1,588 | $2,856-44.4% | $3,550-55.3% | $3,203-50.4% |
| Admin fee / account holder | $29 | $4,261-99.3% | $5,586-99.5% | $4,296-99.3% |