Filed April 9, 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 | $94,752 | $100,852-6.0% | $90,404+4.8% | $158,922-40.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.51% | 1724.20%-1704.7pp | 1293.02%-1273.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $5,343 | $3,689+44.9% | $3,262+63.8% | $4,761+12.2% |
| Participant deferral / active EE | $13,173 | $4,348+203.0% | $3,963+232.4% | $5,982+120.2% |
| Admin fee / account holder | $203 | $6,501-96.9% | $5,611-96.4% | $11,246-98.2% |