Filed October 27, 1997
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 | $33,254 | $160,055-79.2% | $140,016-76.3% | $135,375-75.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.23% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,578 | $6,420-75.4% | $5,606-71.9% | $4,779-67.0% |
| Participant deferral / active EE | $2,706 | $7,642-64.6% | $6,927-60.9% | $5,609-51.8% |
| Admin fee / account holder | $70 | $13,328-99.5% | $10,705-99.3% | $10,827-99.4% |