Filed January 28, 1991
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,705 | $74,888+304.2% | $71,209+325.1% | $142,382+112.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.86% | 345.14%-326.3pp | 282.51%-263.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $17,565 | $2,854+515.4% | $2,721+545.5% | $4,299+308.6% |
| Participant deferral / active EE | $25,750 | $4,454+478.1% | $4,175+516.7% | $6,507+295.7% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |