Filed December 30, 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 | $139,140 | $153,772-9.5% | $133,980+3.9% | $273,961-49.2% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 3.32% | 36.51%-33.2pp | 29.30%-26.0pp | 41.45%-38.1pp |
| Employer contribution / active EE | $3,963 | $6,029-34.3% | $5,211-23.9% | $4,869-18.6% |
| Participant deferral / active EE | $5,681 | $6,958-18.4% | $6,282-9.6% | $5,287+7.5% |
| Admin fee / account holder | $9 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |