Filed December 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 | $142,370 | $67,606+110.6% | $82,313+73.0% | $70,131+103.0% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 20.50% | 21.57%-1.1pp | 25.88%-5.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $3,666 | $1,755+108.9% | $2,428+51.0% | $2,342+56.5% |
| Participant deferral / active EE | $3,977 | $2,987+33.2% | $3,706+7.3% | $3,332+19.4% |
| Admin fee / account holder | $118 | $4,512-97.4% | $5,608-97.9% | $4,645-97.5% |