Filed December 29, 1992
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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,136 | $100,754+135.4% | $86,677+173.6% | $134,475+76.3% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -8.84% | 29.04%-37.9pp | 35.91%-44.7pp | 417.96%-426.8pp |
| Employer contribution / active EE | $440 | $3,489-87.4% | $2,836-84.5% | $4,740-90.7% |
| Participant deferral / active EE | $3,849 | $5,338-27.9% | $4,656-17.3% | $6,400-39.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |