Filed December 5, 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 | $18,403 | $103,949-82.3% | $69,182-73.4% | $273,961-93.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.99% | 35.28%-28.3pp | -21.93%+28.9pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,071 | $1,783-39.9% | $1,206-11.2% | $4,869-78.0% |
| Participant deferral / active EE | $2,945 | $2,716+8.4% | $1,897+55.3% | $5,287-44.3% |
| Admin fee / account holder | $172 | $3,671-95.3% | $2,697-93.6% | $10,132-98.3% |