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 | $125,367 | $136,209-8.0% | $82,313+52.3% | $80,976+54.8% |
| Participation rate | 96.8% | 88.0%+8.8pp | 76.9%+19.9pp | 68.3%+28.6pp |
| Annual return | 25.04% | 21.54%+3.5pp | 25.88%-0.8pp | 22.91%+2.1pp |
| Employer contribution / active EE | $2,856 | $3,633-21.4% | $2,428+17.6% | $2,402+18.9% |
| Participant deferral / active EE | $6,430 | $6,693-3.9% | $3,706+73.5% | $3,848+67.1% |
| Admin fee / account holder | $0 | $62-100.0% | $5,608-100.0% | $67-100.0% |