Filed January 24, 1996
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 | $503,623 | $131,829+282.0% | $108,579+363.8% | $273,961+83.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 15.05% | -91.57%+106.6pp | -51.70%+66.7pp | 41.45%-26.4pp |
| Employer contribution / active EE | $7,801 | $4,912+58.8% | $3,758+107.6% | $4,869+60.2% |
| Participant deferral / active EE | $15,976 | $5,127+211.6% | $4,311+270.6% | $5,287+202.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |