Filed December 23, 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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,314 | $67,672+275.8% | $155,567+63.5% | $99,061+156.7% |
| Participation rate | 97.4% | 67.2%+30.2pp | 78.2%+19.2pp | 71.6%+25.8pp |
| Annual return | 14.91% | 16.16%-1.3pp | 64.74%-49.8pp | 17.66%-2.7pp |
| Employer contribution / active EE | $17,139 | $2,262+657.6% | $4,674+266.7% | $3,261+425.6% |
| Participant deferral / active EE | $0 | $3,827-100.0% | $5,628-100.0% | $5,331-100.0% |
| Admin fee / account holder | $262 | $94+179.9% | $15,916-98.4% | $109+140.6% |