Filed December 17, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,368 | $167,484-27.5% | $151,611-19.9% | $134,475-9.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.87% | 7.80%-26.7pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $13,417 | $6,829+96.5% | $6,166+117.6% | $4,740+183.1% |
| Participant deferral / active EE | $7,732 | $8,986-14.0% | $8,363-7.5% | $6,400+20.8% |
| Admin fee / account holder | $202 | $13,783-98.5% | $11,616-98.3% | $11,426-98.2% |