Filed July 1, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,486 | $109,359-15.4% | $162,163-43.0% | $72,985+26.7% |
| Participation rate | 90.9% | 84.3%+6.7pp | 87.6%+3.4pp | 69.5%+21.4pp |
| Annual return | 14.32% | 25.46%-11.1pp | 115.59%-101.3pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,975 | $3,907-49.5% | $5,614-64.8% | $2,440-19.1% |
| Participant deferral / active EE | $4,260 | $5,481-22.3% | $7,298-41.6% | $3,607+18.1% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |