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 | $112,771 | $108,172+4.3% | $77,482+45.5% | $158,922-29.0% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 23.92% | 31.67%-7.8pp | 54.79%-30.9pp | 302.83%-278.9pp |
| Employer contribution / active EE | $727 | $1,325-45.2% | $986-26.3% | $4,761-84.7% |
| Participant deferral / active EE | $291 | $2,456-88.2% | $1,861-84.4% | $5,982-95.1% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |