Filed April 26, 1995
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 | $40,016 | $72,404-44.7% | $110,238-63.7% | $64,186-37.7% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.6%+4.6pp |
| Annual return | -6.16% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,553 | $2,282-31.9% | $3,826-59.4% | $2,381-34.8% |
| Participant deferral / active EE | $1,882 | $3,469-45.8% | $4,672-59.7% | $3,470-45.8% |
| Admin fee / account holder | $15 | $5,664-99.7% | $8,547-99.8% | $4,888-99.7% |