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 | $165,553 | $185,822-10.9% | $169,993-2.6% | $139,434+18.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.95% | 60.50%-39.6pp | 53.37%-32.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $14,645 | $7,590+92.9% | $6,785+115.8% | $4,751+208.3% |
| Participant deferral / active EE | $8,802 | $11,622-24.3% | $10,408-15.4% | $6,710+31.2% |
| Admin fee / account holder | $234 | $15,381-98.5% | $12,815-98.2% | $11,403-97.9% |