Filed October 14, 1996
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 | $309,843 | $150,440+106.0% | $136,294+127.3% | $147,584+109.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.74% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $6,293 | $5,256+19.7% | $4,695+34.0% | $4,876+29.0% |
| Participant deferral / active EE | $8,632 | $6,630+30.2% | $6,247+38.2% | $5,439+58.7% |
| Admin fee / account holder | $146 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |