Filed September 25, 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 | $122,819 | $126,925-3.2% | $74,183+65.6% | $329,111-62.7% |
| Participation rate | 78.1% | 87.5%-9.4pp | 76.6%+1.5pp | 67.9%+10.3pp |
| Annual return | 31.64% | 10.67%+21.0pp | 17.74%+13.9pp | 16.35%+15.3pp |
| Employer contribution / active EE | $2,414 | $3,536-31.7% | $2,370+1.9% | $2,303+4.8% |
| Participant deferral / active EE | $5,467 | $6,619-17.4% | $3,550+54.0% | $3,682+48.5% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |