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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,477 | $87,841-53.9% | $133,980-69.8% | $62,891-35.6% |
| Participation rate | 75.5% | 83.4%-7.9pp | 87.1%-11.6pp | 69.3%+6.2pp |
| Annual return | 10.84% | 12.05%-1.2pp | 29.30%-18.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,575 | $3,483-54.8% | $5,211-69.8% | $2,281-30.9% |
| Participant deferral / active EE | $4,846 | $4,812+0.7% | $6,282-22.9% | $3,203+51.3% |
| Admin fee / account holder | $261 | $5,371-95.1% | $9,324-97.2% | $4,296-93.9% |