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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,949 | $237,678+24.5% | $113,168+161.5% | $140,769+110.2% |
| Participation rate | 99.8% | 92.1%+7.7pp | 76.6%+23.2pp | 74.2%+25.6pp |
| Annual return | 15.55% | 20.63%-5.1pp | 24.27%-8.7pp | 16.82%-1.3pp |
| Employer contribution / active EE | $9,059 | $6,583+37.6% | $2,975+204.5% | $3,906+131.9% |
| Participant deferral / active EE | $10,787 | $11,080-2.6% | $5,107+111.2% | $6,717+60.6% |
| Admin fee / account holder | $0 | $66-100.0% | $12,068-100.0% | $229-100.0% |