Filed December 14, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,280 | $176,056-78.3% | $159,436-76.0% | $167,490-77.1% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 62.92% | 331.75%-268.8pp | 263.57%-200.6pp | 478.56%-415.6pp |
| Employer contribution / active EE | $757 | $5,297-85.7% | $4,829-84.3% | $4,837-84.4% |
| Participant deferral / active EE | $1,440 | $7,750-81.4% | $7,352-80.4% | $6,341-77.3% |
| Admin fee / account holder | $48 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |