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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,833 | $183,963-80.0% | $162,163-77.3% | $152,861-75.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.68% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,629 | $6,371-74.4% | $5,614-71.0% | $4,762-65.8% |
| Participant deferral / active EE | $2,203 | $8,034-72.6% | $7,298-69.8% | $5,850-62.3% |
| Admin fee / account holder | $40 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |