Filed August 24, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,442 | $52,836-0.7% | $105,738-50.4% | $64,186-18.3% |
| Participation rate | 98.5% | 66.5%+32.0pp | 76.3%+22.2pp | 69.6%+29.0pp |
| Annual return | -8.32% | 14.30%-22.6pp | 6.27%-14.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,813 | $1,827+218.2% | $3,268+77.9% | $2,381+144.2% |
| Participant deferral / active EE | $3,013 | $2,545+18.4% | $4,080-26.2% | $3,470-13.2% |
| Admin fee / account holder | $158 | $3,959-96.0% | $6,913-97.7% | $4,888-96.8% |