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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,878 | $80,211+10.8% | $74,183+19.8% | $63,975+38.9% |
| Participation rate | 94.5% | 84.2%+10.3pp | 76.6%+17.8pp | 71.1%+23.3pp |
| Annual return | -6.56% | 14.13%-20.7pp | 17.74%-24.3pp | 48.65%-55.2pp |
| Employer contribution / active EE | $1,864 | $2,553-27.0% | $2,370-21.3% | $2,182-14.5% |
| Participant deferral / active EE | $4,208 | $4,370-3.7% | $3,550+18.5% | $3,356+25.4% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |