Filed December 17, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,281 | $140,940-94.1% | $112,229-92.6% | $139,434-94.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.24% | 32.71%-17.5pp | 30.20%-15.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,191 | $4,283-72.2% | $3,430-65.3% | $4,751-74.9% |
| Participant deferral / active EE | $1,102 | $5,874-81.2% | $4,798-77.0% | $6,710-83.6% |
| Admin fee / account holder | $282 | $9,954-97.2% | $7,748-96.4% | $11,403-97.5% |