Filed May 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 | $120,342 | $198,466-39.4% | $170,442-29.4% | $147,584-18.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.09% | 257.29%-239.2pp | 205.93%-187.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,360 | $6,184-78.0% | $5,433-75.0% | $4,876-72.1% |
| Participant deferral / active EE | $3,162 | $5,629-43.8% | $4,939-36.0% | $5,439-41.9% |
| Admin fee / account holder | $41 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |