Filed December 27, 1993
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 | $154,471 | $99,032+56.0% | $80,019+93.0% | $135,375+14.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.72% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,377 | $3,043-21.9% | $2,468-3.7% | $4,779-50.3% |
| Participant deferral / active EE | $6,043 | $4,282+41.1% | $3,686+64.0% | $5,609+7.7% |
| Admin fee / account holder | $153 | $10,436-98.5% | $6,521-97.7% | $10,827-98.6% |