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 | $246,525 | $67,512+265.2% | $185,823+32.7% | $93,030+165.0% |
| Participation rate | 96.7% | 67.1%+29.6pp | 81.7%+15.0pp | 73.9%+22.8pp |
| Annual return | 13.88% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $14,272 | $1,783+700.4% | $5,167+176.2% | $2,706+427.5% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $278 | $318-12.3% | $16,237-98.3% | $152+83.6% |