Filed September 16, 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 | $54,929 | $69,305-20.7% | $82,313-33.3% | $69,631-21.1% |
| Participation rate | 97.2% | 80.3%+16.9pp | 76.9%+20.3pp | 70.7%+26.5pp |
| Annual return | 0.00% | 21.47%-21.5pp | 25.88%-25.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $1,966 | $1,887+4.2% | $2,428-19.1% | $2,032-3.3% |
| Participant deferral / active EE | $4,844 | $3,568+35.8% | $3,706+30.7% | $3,224+50.3% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |