Filed May 29, 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 | $74,285 | $102,966-27.9% | $90,281-17.7% | $152,861-51.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 21.26% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $7,240 | $3,139+130.7% | $2,854+153.6% | $4,762+52.0% |
| Participant deferral / active EE | $4,663 | $4,281+8.9% | $3,885+20.0% | $5,850-20.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |