Filed December 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,574 | $89,739+156.9% | $149,718+54.0% | $62,292+270.1% |
| Participation rate | 96.3% | 85.1%+11.2pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 32.11% | 21.01%+11.1pp | 1501.63%-1469.5pp | 28.90%+3.2pp |
| Employer contribution / active EE | $5,938 | $3,233+83.7% | $5,445+9.0% | $2,042+190.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |