Filed October 21, 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 | $124,551 | $92,222+35.1% | $76,768+62.2% | $135,375-8.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.21% | 5.46%-13.7pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,666 | $3,216-48.2% | $2,485-33.0% | $4,779-65.1% |
| Participant deferral / active EE | $3,299 | $4,509-26.8% | $3,852-14.3% | $5,609-41.2% |
| Admin fee / account holder | $169 | $10,748-98.4% | $6,675-97.5% | $10,827-98.4% |