Filed October 20, 1993
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,469 | $138,065+136.5% | $123,544+164.3% | $135,375+141.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.76% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-511.0pp |
| Employer contribution / active EE | $9,521 | $5,151+84.8% | $4,628+105.7% | $4,779+99.2% |
| Participant deferral / active EE | $7,677 | $6,799+12.9% | $6,426+19.5% | $5,609+36.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |