Filed May 12, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,467 | $217,402+52.9% | $185,823+78.9% | $167,490+98.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.39% | 148.36%-125.0pp | 122.05%-98.7pp | 478.56%-455.2pp |
| Employer contribution / active EE | $9,867 | $5,873+68.0% | $5,167+91.0% | $4,837+104.0% |
| Participant deferral / active EE | $13,219 | $6,356+108.0% | $5,568+137.4% | $6,341+108.5% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |