Filed May 1, 1998
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 | $56,785 | $85,790-33.8% | $67,313-15.6% | $135,375-58.1% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -4.01% | -0.54%-3.5pp | -4.08%+0.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,613 | $3,487-53.8% | $2,566-37.1% | $4,779-66.3% |
| Participant deferral / active EE | $3,273 | $4,651-29.6% | $3,568-8.3% | $5,609-41.6% |
| Admin fee / account holder | $6 | $6,392-99.9% | $4,507-99.9% | $10,827-99.9% |