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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,678 | $100,754+285.8% | $86,677+348.4% | $134,475+189.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.30% | 29.04%-54.3pp | 35.91%-61.2pp | 417.96%-443.3pp |
| Employer contribution / active EE | $8,515 | $3,489+144.0% | $2,836+200.2% | $4,740+79.6% |
| Participant deferral / active EE | $6,164 | $5,338+15.5% | $4,656+32.4% | $6,400-3.7% |
| Admin fee / account holder | $271 | $10,926-97.5% | $7,493-96.4% | $11,426-97.6% |