Filed December 15, 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,557 | $63,905+24.5% | $74,183+7.2% | $57,658+38.0% |
| Participation rate | 85.5% | 79.8%+5.8pp | 76.6%+8.9pp | 70.2%+15.3pp |
| Annual return | -6.28% | 60.60%-66.9pp | 17.74%-24.0pp | 5.13%-11.4pp |
| Employer contribution / active EE | $3,254 | $1,840+76.8% | $2,370+37.3% | $1,974+64.8% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |