Filed October 19, 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 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 | $206,844 | $198,466+4.2% | $170,442+21.4% | $147,584+40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.86% | 257.29%-238.4pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $3,674 | $6,184-40.6% | $5,433-32.4% | $4,876-24.6% |
| Participant deferral / active EE | $11,250 | $5,629+99.8% | $4,939+127.8% | $5,439+106.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |