Filed July 23, 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.
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 | $154,389 | $148,978+3.6% | $200,582-23.0% | $84,808+82.0% |
| Participation rate | 78.8% | 84.2%-5.4pp | 86.9%-8.1pp | 68.3%+10.5pp |
| Annual return | 15.04% | 28.16%-13.1pp | 42.33%-27.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $857 | $4,815-82.2% | $6,419-86.6% | $2,631-67.4% |
| Participant deferral / active EE | $5,767 | $7,142-19.3% | $9,331-38.2% | $4,212+36.9% |
| Admin fee / account holder | $140 | $13,977-99.0% | $16,305-99.1% | $7,344-98.1% |