Filed September 18, 1996
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 | $365,384 | $99,341+267.8% | $84,750+331.1% | $273,961+33.4% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 9.26% | 22.93%-13.7pp | 22.78%-13.5pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,478 | $4,214-64.9% | $3,574-58.7% | $4,869-69.6% |
| Participant deferral / active EE | $1,251 | $4,269-70.7% | $3,712-66.3% | $5,287-76.3% |
| Admin fee / account holder | $107 | $6,644-98.4% | $5,332-98.0% | $10,132-98.9% |