Filed June 8, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $40,432 | $106,749-62.1% | $145,433-72.2% | $82,448-51.0% |
| Participation rate | 73.0% | 75.6%-2.7pp | 82.1%-9.1pp | 68.1%+4.9pp |
| Annual return | 97.23% | 27.59%+69.6pp | 66.58%+30.7pp | 41.64%+55.6pp |
| Employer contribution / active EE | $2,127 | $3,444-38.2% | $4,554-53.3% | $2,551-16.6% |
| Participant deferral / active EE | $6,592 | $6,519+1.1% | $7,897-16.5% | $4,139+59.2% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |