Filed November 17, 1992 (most recent of 2 filings on file)
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 10-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,592 | $55,449-14.2% | $83,848-43.2% | $56,287-15.4% |
| Participation rate | 93.9% | 68.0%+25.9pp | 76.1%+17.7pp | 69.9%+24.0pp |
| Annual return | -6.31% | -1.38%-4.9pp | 850.88%-857.2pp | -9.96%+3.6pp |
| Employer contribution / active EE | $4,495 | $2,430+84.9% | $3,631+23.8% | $2,111+112.9% |
| Participant deferral / active EE | $5,393 | $2,935+83.7% | $4,082+32.1% | $3,350+61.0% |
| Admin fee / account holder | $202 | $656-69.2% | $5,478-96.3% | $521-61.2% |