Filed March 1, 1997
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 | $144,501 | $127,100+13.7% | $105,738+36.7% | $135,375+6.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 4.49%-10.9pp | 6.27%-12.7pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,669 | $4,107+62.4% | $3,268+104.0% | $4,779+39.5% |
| Participant deferral / active EE | $4,684 | $5,064-7.5% | $4,080+14.8% | $5,609-16.5% |
| Admin fee / account holder | $77 | $9,087-99.2% | $6,913-98.9% | $10,827-99.3% |