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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,794 | $105,860+130.3% | $90,749+168.6% | $134,475+81.3% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -21.31% | -11.01%-10.3pp | -12.16%-9.1pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,351 | $3,462-32.1% | $2,921-19.5% | $4,740-50.4% |
| Participant deferral / active EE | $6,547 | $5,216+25.5% | $4,564+43.4% | $6,400+2.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |