Filed May 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,752 | $150,440-33.7% | $136,294-26.8% | $147,584-32.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.79% | 1049.08%-1036.3pp | 5155.94%-5143.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,749 | $5,256-66.7% | $4,695-62.8% | $4,876-64.1% |
| Participant deferral / active EE | $1,670 | $6,630-74.8% | $6,247-73.3% | $5,439-69.3% |
| Admin fee / account holder | $67 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |