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 | $196,548 | $45,000+336.8% | $143,757+36.7% | $77,904+152.3% |
| Participation rate | 97.1% | 66.8%+30.3pp | 80.3%+16.8pp | 73.7%+23.4pp |
| Annual return | -16.82% | 29.03%-45.9pp | -0.04%-16.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $15,088 | $1,870+707.0% | $4,951+204.8% | $2,848+429.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $268 | $98+172.4% | $14,673-98.2% | $133+102.3% |