Filed May 11, 1994
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 | $125,697 | $87,841+43.1% | $133,980-6.2% | $62,891+99.9% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 7.26% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,464 | $3,483-29.3% | $5,211-52.7% | $2,281+8.0% |
| Participant deferral / active EE | $5,564 | $4,812+15.6% | $6,282-11.4% | $3,203+73.7% |
| Admin fee / account holder | $15 | $5,371-99.7% | $9,324-99.8% | $4,296-99.7% |