Filed February 3, 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 8-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 | $138,118 | $103,949+32.9% | $69,182+99.6% | $273,961-49.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.15% | 35.28%-29.1pp | -21.93%+28.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $938 | $1,783-47.4% | $1,206-22.2% | $4,869-80.7% |
| Participant deferral / active EE | $1,924 | $2,716-29.2% | $1,897+1.4% | $5,287-63.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |