Filed December 21, 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 | $74,627 | $103,376-27.8% | $87,100-14.3% | $152,861-51.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 11.27% | 28.10%-16.8pp | 28.19%-16.9pp | 345.32%-334.0pp |
| Employer contribution / active EE | $3,712 | $3,220+15.3% | $2,521+47.2% | $4,762-22.1% |
| Participant deferral / active EE | $5,951 | $4,778+24.6% | $4,049+47.0% | $5,850+1.7% |
| Admin fee / account holder | $245 | $12,205-98.0% | $7,497-96.7% | $11,596-97.9% |