Filed December 8, 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 | $29,462 | $75,388-60.9% | $123,544-76.2% | $55,725-47.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 35.11% | 4.48%+30.6pp | 119.20%-84.1pp | 244.93%-209.8pp |
| Employer contribution / active EE | $2,265 | $3,063-26.0% | $4,628-51.1% | $2,078+9.0% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $6 | $120-94.8% | $9,284-99.9% | $115-94.6% |