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 | $26,686 | $57,435-53.5% | $105,218-74.6% | $55,191-51.6% |
| Participation rate | 96.8% | 71.3%+25.4pp | 77.2%+19.5pp | 69.2%+27.6pp |
| Annual return | -2.05% | 2.97%-5.0pp | 5.33%-7.4pp | 10.78%-12.8pp |
| Employer contribution / active EE | $2,196 | $1,920+14.4% | $3,255-32.5% | $1,899+15.7% |
| Participant deferral / active EE | $6,371 | $3,495+82.3% | $4,867+30.9% | $3,046+109.1% |
| Admin fee / account holder | $0 | $70-100.0% | $6,992-100.0% | $91-100.0% |