Filed November 28, 1995
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 | $124,381 | $96,635+28.7% | $86,612+43.6% | $139,434-10.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.01% | 106.41%-90.4pp | 591.07%-575.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,000 | $3,263-69.4% | $3,022-66.9% | $4,751-79.0% |
| Participant deferral / active EE | $17,300 | $4,836+257.7% | $4,438+289.8% | $6,710+157.8% |
| Admin fee / account holder | $13 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |