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 | $36,896 | $92,222-60.0% | $76,768-51.9% | $135,375-72.7% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -7.72% | 5.46%-13.2pp | 2.43%-10.1pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,070 | $3,216-66.7% | $2,485-57.0% | $4,779-77.6% |
| Participant deferral / active EE | $2,897 | $4,509-35.7% | $3,852-24.8% | $5,609-48.3% |
| Admin fee / account holder | $127 | $10,748-98.8% | $6,675-98.1% | $10,827-98.8% |