Filed January 9, 1998
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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,353 | $185,822-78.8% | $169,993-76.8% | $139,434-71.8% |
| Participation rate | 77.8% | 87.8%-10.0pp | 87.0%-9.2pp | 80.3%-2.5pp |
| Annual return | 12.31% | 60.50%-48.2pp | 53.37%-41.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,134 | $7,590-85.1% | $6,785-83.3% | $4,751-76.1% |
| Participant deferral / active EE | $2,820 | $11,622-75.7% | $10,408-72.9% | $6,710-58.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |