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.
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 | $196,243 | $47,456+313.5% | $172,739+13.6% | $77,787+152.3% |
| Participation rate | 97.2% | 66.3%+31.0pp | 82.6%+14.6pp | 73.2%+24.0pp |
| Annual return | 21.20% | 35.57%-14.4pp | 802.84%-781.6pp | 32.57%-11.4pp |
| Employer contribution / active EE | $13,527 | $1,574+759.4% | $5,143+163.0% | $2,504+440.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $215 | $81+165.5% | $13,954-98.5% | $100+114.5% |