Filed June 15, 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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,983 | $57,435+88.0% | $105,218+2.6% | $55,191+95.7% |
| Participation rate | 94.4% | 71.3%+23.0pp | 77.2%+17.1pp | 69.2%+25.2pp |
| Annual return | -0.51% | 2.97%-3.5pp | 5.33%-5.8pp | 10.78%-11.3pp |
| Employer contribution / active EE | $6 | $1,920-99.7% | $3,255-99.8% | $1,899-99.7% |
| Participant deferral / active EE | $0 | $3,495-100.0% | $4,867-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $6,992-100.0% | $91-100.0% |