Filed December 15, 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 | $70,334 | $76,000-7.5% | $154,107-54.4% | $64,186+9.6% |
| Participation rate | 70.3% | 70.4%-0.1pp | 83.0%-12.8pp | 69.6%+0.7pp |
| Annual return | -7.71% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,159 | $3,351+24.1% | $5,298-21.5% | $2,381+74.7% |
| Participant deferral / active EE | $3,939 | $3,175+24.0% | $5,081-22.5% | $3,470+13.5% |
| Admin fee / account holder | $300 | $5,596-94.6% | $13,411-97.8% | $4,888-93.9% |