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 | $53,516+27.3% | $126,539-46.2% | $84,808-19.7% |
| Participation rate | 75.8% | 58.2%+17.5pp | 69.8%+5.9pp | 68.3%+7.4pp |
| Annual return | 18.20% | 58.34%-40.1pp | 425.95%-407.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,391 | $1,535+55.8% | $3,674-34.9% | $2,631-9.1% |
| Participant deferral / active EE | $4,641 | $2,671+73.8% | $4,083+13.7% | $4,212+10.2% |
| Admin fee / account holder | $0 | $4,497-100.0% | $6,065-100.0% | $7,344-100.0% |