Filed December 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,709 | $67,411-60.4% | $91,001-70.6% | $70,131-61.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.99% | -40.16%+54.2pp | 4.60%+9.4pp | 73.14%-59.1pp |
| Employer contribution / active EE | $3,000 | $1,786+68.0% | $2,456+22.2% | $2,342+28.1% |
| Participant deferral / active EE | $1,063 | $2,823-62.3% | $3,547-70.0% | $3,332-68.1% |
| Admin fee / account holder | $169 | $4,236-96.0% | $5,417-96.9% | $4,645-96.4% |