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 | $130,168 | $69,305+87.8% | $82,313+58.1% | $69,631+86.9% |
| Participation rate | 93.5% | 80.3%+13.2pp | 76.9%+16.6pp | 70.7%+22.8pp |
| Annual return | -25.04% | 21.47%-46.5pp | 25.88%-50.9pp | 27571.02%-27596.1pp |
| Employer contribution / active EE | $1,202 | $1,887-36.3% | $2,428-50.5% | $2,032-40.8% |
| Participant deferral / active EE | $4,953 | $3,568+38.8% | $3,706+33.6% | $3,224+53.6% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |