Filed March 10, 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 4-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 | $180,232 | $79,171+127.7% | $102,423+76.0% | $74,495+141.9% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 28.68% | 54.93%-26.3pp | 29.32%-0.6pp | 1364.94%-1336.3pp |
| Employer contribution / active EE | $17,102 | $2,362+624.0% | $3,023+465.7% | $2,623+552.0% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $2,001-99.9% | $9,451-100.0% | $1,942-99.9% |