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 | $35,576 | $62,586-43.2% | $76,768-53.7% | $64,186-44.6% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | -4.34% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,067 | $1,832-41.8% | $2,485-57.1% | $2,381-55.2% |
| Participant deferral / active EE | $2,326 | $3,145-26.0% | $3,852-39.6% | $3,470-33.0% |
| Admin fee / account holder | $31 | $4,667-99.3% | $6,675-99.5% | $4,888-99.4% |