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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,230 | $67,606-49.4% | $82,313-58.4% | $70,131-51.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 7.54% | 21.57%-14.0pp | 25.88%-18.3pp | 73.14%-65.6pp |
| Employer contribution / active EE | $1,033 | $1,755-41.1% | $2,428-57.5% | $2,342-55.9% |
| Participant deferral / active EE | $2,142 | $2,987-28.3% | $3,706-42.2% | $3,332-35.7% |
| Admin fee / account holder | $12 | $4,512-99.7% | $5,608-99.8% | $4,645-99.7% |