Filed February 28, 1997
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 | $70,334 | $158,817-55.7% | $121,196-42.0% | $135,375-48.0% |
| Participation rate | 73.3% | 79.3%-6.0pp | 71.7%+1.6pp | 82.6%-9.3pp |
| Annual return | -5.58% | -0.64%-4.9pp | 16.93%-22.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $445 | $5,665-92.1% | $4,022-88.9% | $4,779-90.7% |
| Participant deferral / active EE | $3,357 | $4,005-16.2% | $3,344+0.4% | $5,609-40.1% |
| Admin fee / account holder | $65 | $6,512-99.0% | $5,019-98.7% | $10,827-99.4% |