Filed September 10, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,465 | $88,710-53.3% | $81,783-49.3% | $145,959-71.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.46% | 1027.26%-1013.8pp | 775.05%-761.6pp | 561.95%-548.5pp |
| Employer contribution / active EE | $16,360 | $3,083+430.6% | $2,913+461.7% | $4,661+251.0% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |