Filed February 4, 1994
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 | $237,090 | $217,402+9.1% | $185,823+27.6% | $167,490+41.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.55% | 148.36%-135.8pp | 122.05%-109.5pp | 478.56%-466.0pp |
| Employer contribution / active EE | $4,259 | $5,873-27.5% | $5,167-17.6% | $4,837-12.0% |
| Participant deferral / active EE | $10,580 | $6,356+66.5% | $5,568+90.0% | $6,341+66.8% |
| Admin fee / account holder | $282 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |