Filed December 2, 1993
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 | $35,930 | $105,998-66.1% | $92,233-61.0% | $147,584-75.7% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 229.14% | 50.05%+179.1pp | 176.28%+52.9pp | 578.55%-349.4pp |
| Employer contribution / active EE | $1,004 | $4,333-76.8% | $3,679-72.7% | $4,876-79.4% |
| Participant deferral / active EE | $4,708 | $4,478+5.1% | $3,897+20.8% | $5,439-13.4% |
| Admin fee / account holder | $125 | $6,332-98.0% | $5,194-97.6% | $10,885-98.9% |