Filed September 28, 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 | $823,412 | $105,998+676.8% | $92,233+792.7% | $147,584+457.9% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 12.81% | 50.05%-37.2pp | 176.28%-163.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $20,983 | $4,333+384.3% | $3,679+470.3% | $4,876+330.3% |
| Participant deferral / active EE | $5,276 | $4,478+17.8% | $3,897+35.4% | $5,439-3.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |