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 | $118,873 | $65,118+82.6% | $76,768+54.8% | $55,725+113.3% |
| Participation rate | 93.4% | 79.6%+13.8pp | 77.0%+16.4pp | 70.9%+22.5pp |
| Annual return | -9.86% | -1.27%-8.6pp | 2.43%-12.3pp | 244.93%-254.8pp |
| Employer contribution / active EE | $864 | $1,941-55.5% | $2,485-65.3% | $2,078-58.4% |
| Participant deferral / active EE | $5,427 | $3,688+47.2% | $3,852+40.9% | $3,356+61.7% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |