Filed September 21, 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 8-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 | $19,326 | $39,973-51.7% | $79,550-75.7% | $77,904-75.2% |
| Participation rate | 93.5% | 64.6%+28.9pp | 69.5%+24.0pp | 73.7%+19.9pp |
| Annual return | 1.78% | 3.42%-1.6pp | 0.16%+1.6pp | 12.21%-10.4pp |
| Employer contribution / active EE | $810 | $1,088-25.5% | $2,413-66.4% | $2,848-71.5% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,832-100.0% | $133-100.0% |