Filed December 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,035 | $48,570-79.3% | $130,648-92.3% | $72,985-86.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 20.34% | 38.63%-18.3pp | 1708.96%-1688.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,732 | $1,334+29.8% | $4,092-57.7% | $2,440-29.0% |
| Participant deferral / active EE | $593 | $2,384-75.1% | $3,603-83.5% | $3,607-83.6% |
| Admin fee / account holder | $114 | $3,549-96.8% | $5,464-97.9% | $5,124-97.8% |