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 | $494,437 | $110,257+348.4% | $96,544+412.1% | $139,434+254.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.44% | 26.32%-2.9pp | 25.84%-2.4pp | 372.94%-349.5pp |
| Employer contribution / active EE | $9,230 | $3,620+155.0% | $2,965+211.3% | $4,751+94.3% |
| Participant deferral / active EE | $5,444 | $5,548-1.9% | $4,851+12.2% | $6,710-18.9% |
| Admin fee / account holder | $34 | $11,591-99.7% | $8,252-99.6% | $11,403-99.7% |