Filed December 28, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,056 | $53,127-45.3% | $86,590-66.4% | $70,131-58.6% |
| Participation rate | 74.3% | 65.3%+9.0pp | 73.5%+0.7pp | 69.5%+4.7pp |
| Annual return | 11.09% | 27.66%-16.6pp | 964.84%-953.7pp | 73.14%-62.0pp |
| Employer contribution / active EE | $1,435 | $2,068-30.6% | $2,839-49.5% | $2,342-38.7% |
| Participant deferral / active EE | $2,137 | $2,696-20.7% | $3,609-40.8% | $3,332-35.8% |
| Admin fee / account holder | $159 | $3,585-95.6% | $4,906-96.8% | $4,645-96.6% |