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 | $155,828 | $201,272-22.6% | $184,203-15.4% | $145,922+6.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.89% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,565 | $7,022+36.2% | $6,427+48.8% | $4,660+105.3% |
| Participant deferral / active EE | $9,189 | $9,806-6.3% | $9,131+0.6% | $6,688+37.4% |
| Admin fee / account holder | $10 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |