Filed December 27, 1993
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 | $359,115 | $126,574+183.7% | $106,213+238.1% | $145,922+146.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.23% | 224.79%-207.6pp | 116.14%-98.9pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,479 | $3,730-33.6% | $3,171-21.8% | $4,660-46.8% |
| Participant deferral / active EE | $7,740 | $5,724+35.2% | $5,016+54.3% | $6,688+15.7% |
| Admin fee / account holder | -$65 | $17,304-100.4% | $11,033-100.6% | $13,397-100.5% |