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 | $142,905 | $73,404+94.7% | $87,100+64.1% | $67,579+111.5% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.9%+16.9pp | 71.3%+22.5pp |
| Annual return | 10.47% | 48.29%-37.8pp | 28.19%-17.7pp | 378.56%-368.1pp |
| Employer contribution / active EE | $745 | $2,014-63.0% | $2,521-70.5% | $2,148-65.3% |
| Participant deferral / active EE | $5,702 | $3,913+45.7% | $4,049+40.8% | $3,539+61.1% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |