Filed May 6, 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 | $135,447 | $131,829+2.7% | $108,579+24.7% | $273,961-50.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.46% | -91.57%+100.0pp | -51.70%+60.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,429 | $4,912-30.2% | $3,758-8.8% | $4,869-29.6% |
| Participant deferral / active EE | $5,879 | $5,127+14.7% | $4,311+36.4% | $5,287+11.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |