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 | $39,235 | $118,101-66.8% | $106,387-63.1% | $75,289-47.9% |
| Participation rate | 95.7% | 81.4%+14.3pp | 77.5%+18.2pp | 72.4%+23.3pp |
| Annual return | -6.68% | -2.42%-4.3pp | 0.25%-6.9pp | -0.04%-6.6pp |
| Employer contribution / active EE | $2,769 | $2,880-3.8% | $3,520-21.3% | $2,405+15.1% |
| Participant deferral / active EE | $6,022 | $4,681+28.6% | $5,421+11.1% | $3,739+61.1% |
| Admin fee / account holder | $0 | $85-100.0% | $7,510-100.0% | $102-100.0% |