Filed November 15, 1991
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 | $183,440 | $183,963-0.3% | $162,163+13.1% | $152,861+20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.30% | 150.76%-133.5pp | 115.59%-98.3pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,328 | $6,371-47.8% | $5,614-40.7% | $4,762-30.1% |
| Participant deferral / active EE | $4,743 | $8,034-41.0% | $7,298-35.0% | $5,850-18.9% |
| Admin fee / account holder | $48 | $13,121-99.6% | $10,843-99.6% | $11,596-99.6% |