Filed December 21, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,590 | $88,707+41.6% | $74,183+69.3% | $273,961-54.2% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 7.20% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,960 | $3,159-38.0% | $2,370-17.3% | $4,869-59.7% |
| Participant deferral / active EE | $6,302 | $4,212+49.6% | $3,550+77.5% | $5,287+19.2% |
| Admin fee / account holder | $14 | $8,717-99.8% | $5,586-99.7% | $10,132-99.9% |