Filed November 10, 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.
See 1 actuary disclosure. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $733,756-100.0% | $733,756-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.1%-3.1pp | 43.0%-43.0pp |
| Annual return | 13.46% | -3.91%+17.4pp | 8.35%+5.1pp | 259.13%-245.7pp |
| Employer contribution / active EE | $27,778 | $32,936-15.7% | $27,010+2.8% | $41,469-33.0% |
| Participant deferral / active EE | $0 | $165-100.0% | $180-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $19,421-100.0% | $19,421-100.0% | $21,546-100.0% |