Filed June 16, 1998
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 7-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 | $29,491 | $228,332-87.1% | $185,823-84.1% | $158,922-81.4% |
| Participation rate | 91.7% | 82.3%+9.4pp | 78.0%+13.6pp | 82.0%+9.7pp |
| Annual return | 42.32% | 40.80%+1.5pp | 35.95%+6.4pp | 302.83%-260.5pp |
| Employer contribution / active EE | $4,921 | $4,967-0.9% | $4,087+20.4% | $4,761+3.4% |
| Participant deferral / active EE | $8,201 | $6,415+27.9% | $5,632+45.6% | $5,982+37.1% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |