Filed March 28, 1994
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 | $42,939 | $167,484-74.4% | $151,611-71.7% | $134,475-68.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -11.71% | 7.80%-19.5pp | 3.33%-15.0pp | 417.96%-429.7pp |
| Employer contribution / active EE | $2,131 | $6,829-68.8% | $6,166-65.4% | $4,740-55.0% |
| Participant deferral / active EE | $1,092 | $8,986-87.8% | $8,363-86.9% | $6,400-82.9% |
| Admin fee / account holder | $256 | $13,783-98.1% | $11,616-97.8% | $11,426-97.8% |