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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,535 | $167,307-23.2% | $143,757-10.6% | $134,475-4.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.14% | 0.46%+6.7pp | -0.04%+7.2pp | 417.96%-410.8pp |
| Employer contribution / active EE | $523 | $5,619-90.7% | $4,951-89.4% | $4,740-89.0% |
| Participant deferral / active EE | $1,145 | $6,446-82.2% | $5,637-79.7% | $6,400-82.1% |
| Admin fee / account holder | $5 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |