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 | $958,138 | $452,427+111.8% | $452,427+111.8% | $430,769+122.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.9%+13.1pp | 90.6%+9.4pp |
| Annual return | 6.87% | 166.35%-159.5pp | 124.80%-117.9pp | 10.77%-3.9pp |
| Employer contribution / active EE | $108,198 | $26,315+311.2% | $24,835+335.7% | $26,022+315.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $5,751-100.0% | $6,968-100.0% |
| Admin fee / account holder | $0 | $36,930-100.0% | $36,930-100.0% | $18,309-100.0% |