Filed February 18, 1991
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,226 | $114,381+147.6% | $107,525+163.4% | $142,382+98.9% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.1%+16.2pp | 80.1%+11.2pp |
| Annual return | 15.75% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,110 | $4,015+2.4% | $3,754+9.5% | $4,299-4.4% |
| Participant deferral / active EE | $12,687 | $5,564+128.0% | $5,116+148.0% | $6,507+95.0% |
| Admin fee / account holder | $210 | $9,860-97.9% | $8,919-97.7% | $12,624-98.3% |