Filed January 1, 1991
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,769 | $136,307-87.0% | $106,619-83.3% | $273,961-93.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 11.05%-11.1pp | 9.42%-9.4pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,214 | $5,190-57.3% | $3,947-43.9% | $4,869-54.5% |
| Participant deferral / active EE | $7,257 | $4,969+46.0% | $3,930+84.7% | $5,287+37.3% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |