Filed March 18, 1999
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,177 | $73,867+227.9% | $143,757+68.5% | $68,494+253.6% |
| Participation rate | 97.8% | 66.7%+31.2pp | 80.3%+17.5pp | 67.9%+29.9pp |
| Annual return | -20.33% | 1.01%-21.3pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $11,191 | $3,184+251.4% | $4,951+126.0% | $2,596+331.0% |
| Participant deferral / active EE | $6,113 | $3,384+80.6% | $5,637+8.4% | $4,027+51.8% |
| Admin fee / account holder | $49 | $5,755-99.1% | $14,673-99.7% | $5,403-99.1% |