Filed November 3, 1994
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 | $68,122 | $52,353+30.1% | $120,225-43.3% | $82,448-17.4% |
| Participation rate | 75.8% | 58.3%+17.4pp | 69.6%+6.2pp | 68.1%+7.7pp |
| Annual return | 18.20% | 61.85%-43.6pp | 439.23%-421.0pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,391 | $1,510+58.3% | $3,475-31.2% | $2,551-6.3% |
| Participant deferral / active EE | $4,641 | $2,627+76.7% | $3,999+16.1% | $4,139+12.1% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |