Filed September 25, 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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,725 | $176,377-94.5% | $134,143-92.8% | $158,922-93.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 20.79% | 63.63%-42.8pp | 36.33%-15.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $2,149 | $5,040-57.4% | $3,704-42.0% | $4,761-54.9% |
| Participant deferral / active EE | $2,756 | $4,091-32.6% | $3,499-21.2% | $5,982-53.9% |
| Admin fee / account holder | $58 | $8,718-99.3% | $6,684-99.1% | $11,246-99.5% |