Filed December 29, 1994
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 | $13,216 | $156,846-91.6% | $121,098-89.1% | $139,434-90.5% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 18.32% | 1474.56%-1456.2pp | 985.75%-967.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,200 | $5,536-78.3% | $4,164-71.2% | $4,751-74.8% |
| Participant deferral / active EE | $2,055 | $4,844-57.6% | $4,080-49.6% | $6,710-69.4% |
| Admin fee / account holder | $140 | $6,946-98.0% | $5,644-97.5% | $11,403-98.8% |