Filed March 29, 1994
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 | $202,855 | $100,041+102.8% | $149,718+35.5% | $70,131+189.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.75% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $5,413 | $3,662+47.8% | $5,445-0.6% | $2,342+131.1% |
| Participant deferral / active EE | $7,516 | $4,983+50.9% | $6,569+14.4% | $3,332+125.6% |
| Admin fee / account holder | $181 | $8,286-97.8% | $11,283-98.4% | $4,645-96.1% |