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 | $126,681 | $167,307-24.3% | $143,757-11.9% | $134,475-5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.30% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,236 | $5,619-60.2% | $4,951-54.8% | $4,740-52.8% |
| Participant deferral / active EE | $8,396 | $6,446+30.3% | $5,637+48.9% | $6,400+31.2% |
| Admin fee / account holder | $139 | $18,088-99.2% | $14,673-99.1% | $11,426-98.8% |