Filed December 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,730 | $214,378-3.6% | $200,582+3.1% | $142,382+45.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 18.67% | 46.41%-27.7pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $691 | $6,841-89.9% | $6,419-89.2% | $4,299-83.9% |
| Participant deferral / active EE | $6,516 | $9,865-34.0% | $9,331-30.2% | $6,507+0.1% |
| Admin fee / account holder | $257 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |