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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $330,298 | $143,368+130.4% | $87,100+279.2% | $89,569+268.8% |
| Participation rate | 97.1% | 88.2%+8.8pp | 76.9%+20.2pp | 69.6%+27.5pp |
| Annual return | 7.58% | 28.55%-21.0pp | 28.19%-20.6pp | 34.56%-27.0pp |
| Employer contribution / active EE | $9,205 | $4,012+129.4% | $2,521+265.1% | $2,584+256.2% |
| Participant deferral / active EE | $11,030 | $7,129+54.7% | $4,049+172.4% | $4,220+161.4% |
| Admin fee / account holder | $0 | $61-100.0% | $7,497-100.0% | $72-100.0% |