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 | $72,994 | $79,519-8.2% | $95,952-23.9% | $73,409-0.6% |
| Participation rate | 99.4% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 10.08% | 19.20%-9.1pp | 91.61%-81.5pp | 59.29%-49.2pp |
| Employer contribution / active EE | $4,048 | $2,048+97.7% | $2,541+59.3% | $2,234+81.2% |
| Participant deferral / active EE | $6,502 | $4,138+57.1% | $4,167+56.0% | $3,805+70.9% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |