Filed January 27, 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 | $74,534 | $110,094-32.3% | $151,611-50.8% | $68,494+8.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.00% | -10.12%-5.9pp | 3.33%-19.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $8,745 | $4,471+95.6% | $6,166+41.8% | $2,596+236.8% |
| Participant deferral / active EE | $8,386 | $6,527+28.5% | $8,363+0.3% | $4,027+108.2% |
| Admin fee / account holder | $247 | $7,719-96.8% | $11,616-97.9% | $5,403-95.4% |