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 | $1,166,165 | $377,755+208.7% | $377,755+208.7% | $478,521+143.7% |
| Participation rate | 100.0% | 91.5%+8.5pp | 88.0%+12.0pp | 89.3%+10.7pp |
| Annual return | -1.80% | -22.74%+20.9pp | 308.27%-310.1pp | 101.52%-103.3pp |
| Employer contribution / active EE | $98,255 | $19,764+397.2% | $19,764+397.2% | $22,406+338.5% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $2,885-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $8,486-100.0% | $8,486-100.0% | $12,578-100.0% |