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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,153 | $138,331+51.9% | $86,677+142.5% | $89,394+135.1% |
| Participation rate | 97.6% | 88.9%+8.7pp | 76.6%+21.0pp | 71.3%+26.3pp |
| Annual return | -17.03% | -11.72%-5.3pp | 35.91%-52.9pp | -11.89%-5.1pp |
| Employer contribution / active EE | $6,951 | $4,812+44.4% | $2,836+145.1% | $3,022+130.0% |
| Participant deferral / active EE | $8,250 | $8,027+2.8% | $4,656+77.2% | $5,123+61.0% |
| Admin fee / account holder | $0 | $64-100.0% | $7,493-100.0% | $79-100.0% |