Filed September 24, 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 5-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 | $98,876 | $87,670+12.8% | $123,104-19.7% | $69,651+42.0% |
| Participation rate | 97.8% | 87.8%+10.0pp | 86.8%+11.0pp | 66.6%+31.2pp |
| Annual return | 3.74% | 3.10%+0.6pp | 13.22%-9.5pp | 53.77%-50.0pp |
| Employer contribution / active EE | $3,982 | $3,511+13.4% | $5,151-22.7% | $2,241+77.7% |
| Participant deferral / active EE | $5,588 | $5,412+3.2% | $6,230-10.3% | $3,635+53.7% |
| Admin fee / account holder | $0 | $94-100.0% | $9,015-100.0% | $63-100.0% |