Filed December 8, 1992
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,367 | $96,635+346.4% | $86,612+398.0% | $139,434+209.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.90% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $29,348 | $3,263+799.4% | $3,022+871.0% | $4,751+517.8% |
| Participant deferral / active EE | $16,927 | $4,836+250.0% | $4,438+281.4% | $6,710+152.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |