Filed June 15, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,710 | $99,341-72.1% | $84,750-67.3% | $273,961-89.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.29% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,098 | $4,214-73.9% | $3,574-69.3% | $4,869-77.5% |
| Participant deferral / active EE | $3,238 | $4,269-24.2% | $3,712-12.8% | $5,287-38.8% |
| Admin fee / account holder | $202 | $6,644-97.0% | $5,332-96.2% | $10,132-98.0% |