Filed August 4, 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 9-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 | $58,399 | $67,411-13.4% | $91,001-35.8% | $70,131-16.7% |
| Participation rate | 97.5% | 71.4%+26.1pp | 75.6%+21.9pp | 69.5%+28.0pp |
| Annual return | 18.04% | -40.16%+58.2pp | 4.60%+13.4pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,446 | $1,786+36.9% | $2,456-0.4% | $2,342+4.4% |
| Participant deferral / active EE | $2,528 | $2,823-10.4% | $3,547-28.7% | $3,332-24.1% |
| Admin fee / account holder | $163 | $4,236-96.2% | $5,417-97.0% | $4,645-96.5% |