Filed March 23, 1993
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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $481,351 | $157,256+206.1% | $141,162+241.0% | $152,861+214.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 6.97% | 64.32%-57.3pp | 71.39%-64.4pp | 345.32%-338.3pp |
| Employer contribution / active EE | $2,932 | $5,261-44.3% | $4,735-38.1% | $4,762-38.4% |
| Participant deferral / active EE | $10,993 | $7,109+54.6% | $6,709+63.8% | $5,850+87.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |