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 | $240,826 | $121,341+98.5% | $189,513+27.1% | $79,386+203.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 23.83% | 21.08%+2.7pp | 555.15%-531.3pp | 116.85%-93.0pp |
| Employer contribution / active EE | $6,545 | $3,915+67.2% | $6,162+6.2% | $2,427+169.6% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |