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 | $85,630 | $183,963-53.5% | $162,163-47.2% | $152,861-44.0% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.6%+1.3pp | 82.4%+6.4pp |
| Annual return | 24.13% | 150.76%-126.6pp | 115.59%-91.5pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,730 | $6,371-57.1% | $5,614-51.4% | $4,762-42.7% |
| Participant deferral / active EE | $2,948 | $8,034-63.3% | $7,298-59.6% | $5,850-49.6% |
| Admin fee / account holder | $187 | $13,121-98.6% | $10,843-98.3% | $11,596-98.4% |