Filed October 16, 1997 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $405,731-100.0% | $27,559-100.0% | $405,731-100.0% |
| Participation rate | 100.0% | 91.9%+8.1pp | 100.0%0pp | 91.9%+8.1pp |
| Annual return | 0.00% | 4.30%-4.3pp | -19.26%+19.3pp | 4.30%-4.3pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $0 | $26,636-100.0% |
| Participant deferral / active EE | $0 | $5,788-100.0% | $0 | $5,788-100.0% |
| Admin fee / account holder | $0 | $12,997-100.0% | $17,424-100.0% | $12,997-100.0% |