Filed February 15, 1996 (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 | $15,369 | $90,503-83.0% | $78,689-80.5% | $273,961-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.02% | 75.60%-69.6pp | 62.18%-56.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,472 | $3,176-53.6% | $2,851-48.4% | $4,869-69.8% |
| Participant deferral / active EE | $1,343 | $3,901-65.6% | $3,517-61.8% | $5,287-74.6% |
| Admin fee / account holder | $60 | $5,263-98.9% | $4,510-98.7% | $10,132-99.4% |