Filed December 15, 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 | $105,249 | $152,509-31.0% | $117,472-10.4% | $134,475-21.7% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | 24.45% | 52.99%-28.5pp | 29.74%-5.3pp | 417.96%-393.5pp |
| Employer contribution / active EE | $2,436 | $5,571-56.3% | $4,176-41.7% | $4,740-48.6% |
| Participant deferral / active EE | $7,840 | $4,818+62.7% | $4,070+92.6% | $6,400+22.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |