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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,813 | $202,318-6.2% | $172,739+9.9% | $152,861+24.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.74% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $8,229 | $5,856+40.5% | $5,143+60.0% | $4,762+72.8% |
| Participant deferral / active EE | $4,880 | $5,948-18.0% | $5,198-6.1% | $5,850-16.6% |
| Admin fee / account holder | $67 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |