Filed December 29, 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,939 | $46,869-83.1% | $122,332-93.5% | $70,131-88.7% |
| Participation rate | 93.6% | 58.2%+35.4pp | 71.6%+22.0pp | 69.5%+24.1pp |
| Annual return | 8.76% | 24.22%-15.5pp | 30.27%-21.5pp | 73.14%-64.4pp |
| Employer contribution / active EE | $727 | $1,288-43.6% | $4,050-82.1% | $2,342-69.0% |
| Participant deferral / active EE | $1,308 | $2,166-39.6% | $3,287-60.2% | $3,332-60.7% |
| Admin fee / account holder | $120 | $3,322-96.4% | $5,478-97.8% | $4,645-97.4% |