Filed July 31, 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 | $228,093 | $148,534+53.6% | $135,903+67.8% | $139,434+63.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.65% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,236 | $5,243-38.3% | $4,856-33.4% | $4,751-31.9% |
| Participant deferral / active EE | $6,706 | $8,100-17.2% | $7,758-13.6% | $6,710-0.1% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |