Filed October 15, 1993 (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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,002 | $167,484-39.7% | $151,611-33.4% | $134,475-24.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.15% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,620 | $6,829+11.6% | $6,166+23.6% | $4,740+60.8% |
| Participant deferral / active EE | $7,337 | $8,986-18.4% | $8,363-12.3% | $6,400+14.6% |
| Admin fee / account holder | $80 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |