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 | $226,477 | $50,127+351.8% | $149,673+51.3% | $80,160+182.5% |
| Participation rate | 97.1% | 64.3%+32.8pp | 78.8%+18.3pp | 72.9%+24.2pp |
| Annual return | 18.65% | 29.82%-11.2pp | 134.42%-115.8pp | 40.38%-21.7pp |
| Employer contribution / active EE | $16,390 | $1,865+779.0% | $4,818+240.2% | $2,978+450.4% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,680-100.0% | $5,017-100.0% |
| Admin fee / account holder | $242 | $153+58.7% | $13,210-98.2% | $145+67.2% |