Filed May 27, 1997 (most recent of 2 filings on file)
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 | $35,685 | $98,240-63.7% | $82,313-56.6% | $147,584-75.8% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 11.74% | 30.85%-19.1pp | 25.88%-14.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,118 | $3,192-65.0% | $2,428-53.9% | $4,876-77.1% |
| Participant deferral / active EE | $3,044 | $4,383-30.6% | $3,706-17.9% | $5,439-44.0% |
| Admin fee / account holder | $107 | $8,563-98.7% | $5,608-98.1% | $10,885-99.0% |