Filed December 31, 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 6-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,924 | $72,770+78.5% | $67,652+92.0% | $55,191+135.4% |
| Participation rate | 91.0% | 78.8%+12.2pp | 75.7%+15.3pp | 69.2%+21.8pp |
| Annual return | 1.90% | -3.26%+5.2pp | 6625.04%-6623.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,355 | $1,769+33.1% | $2,266+3.9% | $1,899+24.0% |
| Participant deferral / active EE | $2,746 | $3,408-19.4% | $3,560-22.8% | $3,046-9.8% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |