Filed October 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,349 | $185,822-18.0% | $169,993-10.4% | $139,434+9.3% |
| Participation rate | 86.7% | 87.8%-1.1pp | 87.0%-0.3pp | 80.3%+6.3pp |
| Annual return | 14.74% | 60.50%-45.8pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,945 | $7,590-48.0% | $6,785-41.9% | $4,751-17.0% |
| Participant deferral / active EE | $579 | $11,622-95.0% | $10,408-94.4% | $6,710-91.4% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |