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 | $168,178 | $144,119+16.7% | $117,854+42.7% | $147,584+14.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.55% | 531.15%-513.6pp | 335.08%-317.5pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,367 | $4,896-31.2% | $3,786-11.1% | $4,876-31.0% |
| Participant deferral / active EE | $7,838 | $5,316+47.5% | $4,482+74.9% | $5,439+44.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |