Filed December 18, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,699 | $84,233+140.6% | $170,442+18.9% | $70,131+189.0% |
| Participation rate | 97.0% | 70.8%+26.1pp | 83.6%+13.4pp | 69.5%+27.4pp |
| Annual return | 11.75% | 23.06%-11.3pp | 205.93%-194.2pp | 73.14%-61.4pp |
| Employer contribution / active EE | $5,852 | $3,387+72.8% | $5,433+7.7% | $2,342+149.8% |
| Participant deferral / active EE | $4,573 | $3,086+48.2% | $4,939-7.4% | $3,332+37.3% |
| Admin fee / account holder | $174 | $5,698-96.9% | $13,880-98.7% | $4,645-96.3% |