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.
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 | $47,841 | $65,118-26.5% | $76,768-37.7% | $55,725-14.1% |
| Participation rate | 99.5% | 79.6%+19.9pp | 77.0%+22.5pp | 70.9%+28.6pp |
| Annual return | -6.70% | -1.27%-5.4pp | 2.43%-9.1pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,973 | $1,941+1.7% | $2,485-20.6% | $2,078-5.0% |
| Participant deferral / active EE | $4,403 | $3,688+19.4% | $3,852+14.3% | $3,356+31.2% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |