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 | $111,189 | $96,381+15.4% | $140,016-20.6% | $73,367+51.6% |
| Participation rate | 97.2% | 90.1%+7.1pp | 87.5%+9.7pp | 69.5%+27.7pp |
| Annual return | -2.99% | -4.30%+1.3pp | 651.12%-654.1pp | 173.45%-176.4pp |
| Employer contribution / active EE | $4,232 | $4,168+1.5% | $5,606-24.5% | $2,499+69.4% |
| Participant deferral / active EE | $5,786 | $6,186-6.5% | $6,927-16.5% | $4,033+43.5% |
| Admin fee / account holder | $0 | $100-100.0% | $10,705-100.0% | $68-100.0% |