Filed March 6, 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 | $333,326 | $160,055+108.3% | $140,016+138.1% | $135,375+146.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.50% | 911.38%-907.9pp | 651.12%-647.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $20,835 | $6,420+224.5% | $5,606+271.7% | $4,779+336.0% |
| Participant deferral / active EE | $12,611 | $7,642+65.0% | $6,927+82.0% | $5,609+124.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |