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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $609,409 | $117,841+417.1% | $102,423+495.0% | $145,922+317.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.24% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $9,053 | $3,615+150.4% | $3,023+199.4% | $4,660+94.3% |
| Participant deferral / active EE | $5,842 | $5,731+1.9% | $5,053+15.6% | $6,688-12.6% |
| Admin fee / account holder | $50 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |