Filed January 30, 1998 (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 | $121,512 | $72,114+68.5% | $108,745+11.7% | $62,891+93.2% |
| Participation rate | 73.1% | 74.6%-1.5pp | 77.7%-4.6pp | 69.3%+3.8pp |
| Annual return | 7.42% | 13.41%-6.0pp | 46.22%-38.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,849 | $4,044+19.9% | $5,121-5.3% | $3,203+51.4% |
| Admin fee / account holder | $12 | $4,608-99.7% | $6,144-99.8% | $4,296-99.7% |