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 | $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% |