Filed March 13, 1995 (most recent of 2 filings on file)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,918 | $171,865-94.8% | $149,718-94.0% | $147,584-94.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.71% | 2113.22%-2087.5pp | 1501.63%-1475.9pp | 578.55%-552.8pp |
| Employer contribution / active EE | $2,486 | $6,275-60.4% | $5,445-54.3% | $4,876-49.0% |
| Participant deferral / active EE | $3,410 | $7,271-53.1% | $6,569-48.1% | $5,439-37.3% |
| Admin fee / account holder | $222 | $13,799-98.4% | $11,283-98.0% | $10,885-98.0% |