Filed June 14, 1991
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 6-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 | $795,318 | $459,659+73.0% | $459,659+73.0% | $405,731+96.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.9%+12.1pp | 91.9%+8.1pp |
| Annual return | 0.51% | -1.33%+1.8pp | -7.78%+8.3pp | 4.30%-3.8pp |
| Employer contribution / active EE | $117,778 | $35,026+236.3% | $35,026+236.3% | $26,636+342.2% |
| Participant deferral / active EE | $0 | $7,482-100.0% | $7,297-100.0% | $5,788-100.0% |
| Admin fee / account holder | $0 | $30,030-100.0% | $30,030-100.0% | $12,997-100.0% |