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 | $155,084 | $162,781-4.7% | $133,956+15.8% | $158,922-2.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.79% | 41.94%-33.2pp | 45.09%-36.3pp | 302.83%-294.0pp |
| Employer contribution / active EE | $2,291 | $4,975-54.0% | $3,919-41.5% | $4,761-51.9% |
| Participant deferral / active EE | $7,447 | $5,911+26.0% | $5,048+47.5% | $5,982+24.5% |
| Admin fee / account holder | $279 | $11,736-97.6% | $8,927-96.9% | $11,246-97.5% |