Filed October 9, 1992 (most recent of 2 filings on file)
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,107 | $87,173-16.1% | $59,878+22.1% | $75,289-2.9% |
| Participation rate | 94.8% | 74.5%+20.4pp | 74.7%+20.1pp | 72.4%+22.4pp |
| Annual return | -3.71% | -2.14%-1.6pp | 3.46%-7.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $3,808 | $3,473+9.6% | $2,722+39.9% | $2,405+58.3% |
| Participant deferral / active EE | $0 | $3,379-100.0% | $3,402-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $75-99.9% | $3,590-100.0% | $102-99.9% |