Filed December 21, 1994
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,965 | $57,065+206.6% | $75,670+131.2% | $70,131+149.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 9.63% | 23.57%-13.9pp | 27.34%-17.7pp | 73.14%-63.5pp |
| Employer contribution / active EE | $7,122 | $1,817+292.1% | $2,352+202.8% | $2,342+204.0% |
| Participant deferral / active EE | $6,033 | $2,580+133.8% | $3,142+92.0% | $3,332+81.1% |
| Admin fee / account holder | $258 | $3,825-93.3% | $5,800-95.6% | $4,645-94.4% |