Filed September 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,034 | $85,790-75.5% | $67,313-68.8% | $135,375-84.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 82.6%+6.2pp |
| Annual return | -7.17% | -0.54%-6.6pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,404 | $4,651-69.8% | $3,568-60.7% | $5,609-75.0% |
| Admin fee / account holder | $30 | $6,392-99.5% | $4,507-99.3% | $10,827-99.7% |