Filed December 8, 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 | $121,728 | $100,852+20.7% | $90,404+34.6% | $158,922-23.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.25% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $10,855 | $3,689+194.3% | $3,262+232.8% | $4,761+128.0% |
| Participant deferral / active EE | $3,650 | $4,348-16.1% | $3,963-7.9% | $5,982-39.0% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |