Filed September 17, 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 | $41,479 | $181,894-77.2% | $156,549-73.5% | $273,961-84.9% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 2.96% | 30.74%-27.8pp | 32.23%-29.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,953 | $6,248-68.7% | $5,501-64.5% | $4,869-59.9% |
| Participant deferral / active EE | $5,879 | $5,550+5.9% | $4,871+20.7% | $5,287+11.2% |
| Admin fee / account holder | $228 | $15,559-98.5% | $13,027-98.3% | $10,132-97.8% |