Filed February 12, 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 | $47,680 | $86,929-45.2% | $102,423-53.4% | $80,856-41.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.24% | 18.88%-9.6pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,904 | $2,369-19.7% | $3,023-37.0% | $2,755-30.9% |
| Participant deferral / active EE | $2,390 | $4,118-42.0% | $5,053-52.7% | $4,296-44.4% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |