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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,045 | $56,095+297.6% | $178,490+25.0% | $90,288+147.0% |
| Participation rate | 96.5% | 65.6%+30.9pp | 81.9%+14.5pp | 73.4%+23.1pp |
| Annual return | 16.62% | 28.81%-12.2pp | 151.07%-134.4pp | 53.97%-37.3pp |
| Employer contribution / active EE | $13,962 | $1,572+787.9% | $5,011+178.7% | $2,524+453.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $238 | $101+136.1% | $13,984-98.3% | $114+108.3% |