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 | $136,193 | $104,106+30.8% | $71,086+91.6% | $135,375+0.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -1.93% | 1256.30%-1258.2pp | 650.59%-652.5pp | 519.73%-521.7pp |
| Employer contribution / active EE | $1,117 | $1,485-24.8% | $1,088+2.6% | $4,779-76.6% |
| Participant deferral / active EE | $1,477 | $2,527-41.5% | $1,874-21.2% | $5,609-73.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |