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 | $163,952 | $109,359+49.9% | $162,163+1.1% | $72,985+124.6% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 20.00% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,950 | $3,907-50.1% | $5,614-65.3% | $2,440-20.1% |
| Participant deferral / active EE | $3,932 | $5,481-28.3% | $7,298-46.1% | $3,607+9.0% |
| Admin fee / account holder | $32 | $7,972-99.6% | $10,843-99.7% | $5,124-99.4% |