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 | $51,398 | $165,912-69.0% | $122,332-58.0% | $147,584-65.2% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 30.42% | 34.55%-4.1pp | 30.27%+0.2pp | 578.55%-548.1pp |
| Employer contribution / active EE | $340 | $5,754-94.1% | $4,050-91.6% | $4,876-93.0% |
| Participant deferral / active EE | $1,637 | $4,005-59.1% | $3,287-50.2% | $5,439-69.9% |
| Admin fee / account holder | $2 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |