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 | $119,715 | $112,134+6.8% | $149,718-20.0% | $80,976+47.8% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.1%+10.5pp | 68.3%+29.3pp |
| Annual return | 17.69% | 17.23%+0.5pp | 1501.63%-1483.9pp | 22.91%-5.2pp |
| Employer contribution / active EE | $4,007 | $3,991+0.4% | $5,445-26.4% | $2,402+66.8% |
| Participant deferral / active EE | $5,790 | $6,036-4.1% | $6,569-11.9% | $3,848+50.5% |
| Admin fee / account holder | $0 | $109-100.0% | $11,283-100.0% | $67-100.0% |