Filed March 31, 1995
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 | $87,051 | $57,354+51.8% | $83,848+3.8% | $64,186+35.6% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -2.73% | 11.38%-14.1pp | 850.88%-853.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,501 | $2,545-1.7% | $3,631-31.1% | $2,381+5.0% |
| Participant deferral / active EE | $2,836 | $2,993-5.2% | $4,082-30.5% | $3,470-18.2% |
| Admin fee / account holder | $155 | $4,046-96.2% | $5,478-97.2% | $4,888-96.8% |