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 | $257,570 | $164,350+56.7% | $95,952+168.4% | $106,222+142.5% |
| Participation rate | 96.9% | 90.5%+6.5pp | 77.1%+19.8pp | 70.8%+26.1pp |
| Annual return | 20.71% | 14.56%+6.1pp | 91.61%-70.9pp | 21.69%-1.0pp |
| Employer contribution / active EE | $6,499 | $4,292+51.4% | $2,541+155.8% | $2,723+138.6% |
| Participant deferral / active EE | $7,742 | $7,854-1.4% | $4,167+85.8% | $4,600+68.3% |
| Admin fee / account holder | $0 | $65-100.0% | $6,795-100.0% | $78-100.0% |