Filed August 20, 1997
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 | $31,287 | $58,828-46.8% | $77,999-59.9% | $62,891-50.3% |
| Participation rate | 71.9% | 71.1%+0.8pp | 75.5%-3.6pp | 69.3%+2.6pp |
| Annual return | 9.78% | 17.16%-7.4pp | 425.96%-416.2pp | 20.14%-10.4pp |
| Employer contribution / active EE | $829 | $1,672-50.4% | $2,470-66.5% | $2,281-63.7% |
| Participant deferral / active EE | $1,750 | $2,686-34.8% | $3,497-49.9% | $3,203-45.4% |
| Admin fee / account holder | $60 | $4,393-98.6% | $5,480-98.9% | $4,296-98.6% |