Filed January 29, 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 | $21,356 | $32,037-33.3% | $69,182-69.1% | $62,891-66.0% |
| Participation rate | 80.0% | 43.4%+36.6pp | 55.1%+24.9pp | 69.3%+10.7pp |
| Annual return | 7.40% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,285 | $679+89.3% | $1,206+6.6% | $2,281-43.6% |
| Participant deferral / active EE | $1,568 | $1,185+32.3% | $1,897-17.3% | $3,203-51.0% |
| Admin fee / account holder | $4 | $2,608-99.8% | $2,697-99.9% | $4,296-99.9% |