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 | $113,417 | $197,591-42.6% | $177,821-36.2% | $158,922-28.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 31.92% | 58.76%-26.8pp | 48.32%-16.4pp | 302.83%-270.9pp |
| Employer contribution / active EE | $2,888 | $6,697-56.9% | $5,918-51.2% | $4,761-39.3% |
| Participant deferral / active EE | $3,496 | $8,405-58.4% | $7,714-54.7% | $5,982-41.6% |
| Admin fee / account holder | $227 | $15,399-98.5% | $12,427-98.2% | $11,246-98.0% |