Filed February 25, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,991 | $96,305+16.3% | $80,569+39.0% | $139,434-19.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -11.16% | 1350.08%-1361.2pp | 935.43%-946.6pp | 372.94%-384.1pp |
| Employer contribution / active EE | $8,215 | $3,262+151.8% | $2,723+201.6% | $4,751+72.9% |
| Participant deferral / active EE | $7,099 | $5,232+35.7% | $4,447+59.6% | $6,710+5.8% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |