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 | $211,042 | $176,812+19.4% | $146,665+43.9% | $167,490+26.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.94% | 24.03%+5.9pp | 22.74%+7.2pp | 478.56%-448.6pp |
| Employer contribution / active EE | $2,714 | $5,160-47.4% | $4,136-34.4% | $4,837-43.9% |
| Participant deferral / active EE | $9,184 | $6,440+42.6% | $5,506+66.8% | $6,341+44.8% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |