Filed December 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,473 | $81,208-78.5% | $98,907-82.3% | $79,858-78.1% |
| Participation rate | 73.2% | 72.5%+0.7pp | 76.0%-2.8pp | 69.6%+3.6pp |
| Annual return | 21.84% | 60.99%-39.1pp | 196.43%-174.6pp | 31.71%-9.9pp |
| Employer contribution / active EE | $425 | $1,960-78.3% | $2,689-84.2% | $2,471-82.8% |
| Participant deferral / active EE | $1,135 | $3,265-65.2% | $4,244-73.3% | $3,740-69.7% |
| Admin fee / account holder | $167 | $6,013-97.2% | $6,642-97.5% | $5,306-96.9% |