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 | $153,545 | $79,519+93.1% | $95,952+60.0% | $73,409+109.2% |
| Participation rate | 94.5% | 81.2%+13.3pp | 77.1%+17.4pp | 72.2%+22.3pp |
| Annual return | 9.87% | 19.20%-9.3pp | 91.61%-81.7pp | 59.29%-49.4pp |
| Employer contribution / active EE | $680 | $2,048-66.8% | $2,541-73.2% | $2,234-69.6% |
| Participant deferral / active EE | $5,265 | $4,138+27.2% | $4,167+26.4% | $3,805+38.4% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |