Filed September 21, 1992 (most recent of 2 filings on file)
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,973 | $41,854+60.0% | $73,843-9.3% | $52,331+28.0% |
| Participation rate | 89.3% | 66.2%+23.0pp | 73.4%+15.8pp | 68.1%+21.2pp |
| Annual return | 4.05% | 2.11%+1.9pp | 2267.84%-2263.8pp | 4.54%-0.5pp |
| Employer contribution / active EE | $2,015 | $1,920+4.9% | $2,787-27.7% | $1,882+7.1% |
| Participant deferral / active EE | $7,102 | $2,498+184.3% | $3,583+98.2% | $3,022+135.0% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |