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 | $125,545 | $185,822-32.4% | $169,993-26.1% | $139,434-10.0% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 18.70% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,524 | $7,590-53.6% | $6,785-48.1% | $4,751-25.8% |
| Participant deferral / active EE | $4,307 | $11,622-62.9% | $10,408-58.6% | $6,710-35.8% |
| Admin fee / account holder | $1 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |