Filed June 2, 1993
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 | $70,986 | $171,865-58.7% | $149,718-52.6% | $147,584-51.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.47% | 2113.22%-2089.7pp | 1501.63%-1478.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,604 | $6,275-58.5% | $5,445-52.2% | $4,876-46.6% |
| Participant deferral / active EE | $2,603 | $7,271-64.2% | $6,569-60.4% | $5,439-52.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |