Filed January 1, 1996
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 | $9,481 | $90,600-89.5% | $79,464-88.1% | $135,375-93.0% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | -6.31% | 977.43%-983.7pp | 718.14%-724.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $917 | $3,068-70.1% | $2,800-67.2% | $4,779-80.8% |
| Participant deferral / active EE | $917 | $4,050-77.4% | $3,704-75.2% | $5,609-83.7% |
| Admin fee / account holder | $175 | $5,907-97.0% | $5,113-96.6% | $10,827-98.4% |