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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,551 | $82,286-64.1% | $68,791-57.0% | $134,475-78.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -20.72% | -2.19%-18.5pp | -6.38%-14.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,556 | $4,739-25.0% | $3,941-9.8% | $6,400-44.4% |
| Admin fee / account holder | $26 | $6,481-99.6% | $4,932-99.5% | $11,426-99.8% |