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 | $1,087,496 | $496,847+118.9% | $496,847+118.9% | $484,799+124.3% |
| Participation rate | 100.0% | 92.6%+7.4pp | 92.6%+7.4pp | 91.1%+8.9pp |
| Annual return | 12.84% | 6.05%+6.8pp | 20.30%-7.5pp | 5.95%+6.9pp |
| Employer contribution / active EE | $6,303 | $17,763-64.5% | $18,413-65.8% | $27,493-77.1% |
| Participant deferral / active EE | $0 | $6,361-100.0% | $5,587-100.0% | $6,572-100.0% |
| Admin fee / account holder | $0 | $12,651-100.0% | $12,651-100.0% | $18,209-100.0% |