Filed February 15, 1996
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,071 | $100,852-18.6% | $90,404-9.2% | $158,922-48.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.35% | 1724.20%-1698.9pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $3,993 | $3,689+8.3% | $3,262+22.4% | $4,761-16.1% |
| Participant deferral / active EE | $4,553 | $4,348+4.7% | $3,963+14.9% | $5,982-23.9% |
| Admin fee / account holder | $36 | $6,501-99.4% | $5,611-99.4% | $11,246-99.7% |