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 6-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 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 | $21,931 | $67,505-67.5% | $105,218-79.2% | $67,505-67.5% |
| Participation rate | 94.7% | 71.2%+23.5pp | 77.2%+17.5pp | 71.2%+23.5pp |
| Annual return | -1.70% | 6.52%-8.2pp | 5.33%-7.0pp | 6.52%-8.2pp |
| Employer contribution / active EE | $2,619 | $2,173+20.5% | $3,255-19.6% | $2,173+20.5% |
| Participant deferral / active EE | $6,234 | $3,597+73.3% | $4,867+28.1% | $3,597+73.3% |
| Admin fee / account holder | $0 | $56-100.0% | $6,992-100.0% | $56-100.0% |