Filed April 27, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,037 | $59,417+58.3% | $93,606+0.5% | $74,495+26.2% |
| Participation rate | 97.3% | 59.7%+37.6pp | 68.7%+28.6pp | 67.2%+30.1pp |
| Annual return | 1.08% | 81.83%-80.8pp | 133.20%-132.1pp | 1364.94%-1363.9pp |
| Employer contribution / active EE | $4,881 | $1,264+286.3% | $2,420+101.7% | $2,623+86.1% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |