Filed November 20, 1990
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 9-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 | $39,952 | $43,075-7.2% | $74,583-46.4% | $62,891-36.5% |
| Participation rate | 92.6% | 58.1%+34.5pp | 68.1%+24.5pp | 69.3%+23.3pp |
| Annual return | 7.92% | 17.50%-9.6pp | 20.47%-12.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,102 | $1,498-26.4% | $2,525-56.4% | $2,281-51.7% |
| Participant deferral / active EE | $2,231 | $2,389-6.6% | $3,458-35.5% | $3,203-30.3% |
| Admin fee / account holder | $42 | $2,840-98.5% | $4,138-99.0% | $4,296-99.0% |