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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $694,186 | $127,065+446.3% | $113,168+513.4% | $142,382+387.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.48% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $9,534 | $3,442+177.0% | $2,975+220.4% | $4,299+121.8% |
| Participant deferral / active EE | $5,293 | $5,716-7.4% | $5,107+3.7% | $6,507-18.7% |
| Admin fee / account holder | $49 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |