Filed December 5, 1995
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 9-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 | $500,639 | $124,319+302.7% | $111,297+349.8% | $167,490+198.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 93.64% | 37.44%+56.2pp | 54.65%+39.0pp | 478.56%-384.9pp |
| Employer contribution / active EE | $9,356 | $3,435+172.3% | $2,731+242.6% | $4,837+93.4% |
| Participant deferral / active EE | $5,248 | $5,180+1.3% | $4,487+16.9% | $6,341-17.2% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |