Filed January 12, 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 3-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 | $9,683 | $57,281-83.1% | $86,612-88.8% | $75,163-87.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $2,856 | $2,314+23.4% | $3,022-5.5% | $2,670+7.0% |
| Participant deferral / active EE | $2,991 | $3,318-9.9% | $4,438-32.6% | $4,125-27.5% |
| Admin fee / account holder | $124 | $4,112-97.0% | $5,614-97.8% | $5,651-97.8% |