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 | $191,510 | $59,186+223.6% | $76,768+149.5% | $56,287+240.2% |
| Participation rate | 97.6% | 75.2%+22.4pp | 77.0%+20.6pp | 69.9%+27.7pp |
| Annual return | -3.54% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,402 | $1,759+150.3% | $2,485+77.1% | $2,111+108.5% |
| Participant deferral / active EE | $2,746 | $3,255-15.6% | $3,852-28.7% | $3,350-18.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |