Filed March 18, 1993
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 | $106,496 | $153,772-30.7% | $133,980-20.5% | $273,961-61.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 6.62% | 36.51%-29.9pp | 29.30%-22.7pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,735 | $6,029-54.6% | $5,211-47.5% | $4,869-43.8% |
| Participant deferral / active EE | $4,930 | $6,958-29.2% | $6,282-21.5% | $5,287-6.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |