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 | $40,263 | $85,022-52.6% | $70,515-42.9% | $139,434-71.1% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 18.49% | 30.38%-11.9pp | 32.77%-14.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,905 | $5,890+0.2% | $4,567+29.3% | $6,710-12.0% |
| Admin fee / account holder | $26 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |