Filed September 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 9-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 | $108,971 | $144,119-24.4% | $117,854-7.5% | $147,584-26.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.43% | 531.15%-510.7pp | 335.08%-314.6pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,040 | $4,896-58.3% | $3,786-46.1% | $4,876-58.2% |
| Participant deferral / active EE | $6,330 | $5,316+19.1% | $4,482+41.2% | $5,439+16.4% |
| Admin fee / account holder | $33 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |