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.
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 | $34,434 | $65,820-47.7% | $108,745-68.3% | $57,658-40.3% |
| Participation rate | 96.2% | 72.7%+23.5pp | 77.7%+18.5pp | 70.2%+26.0pp |
| Annual return | 8.92% | 21.32%-12.4pp | 46.22%-37.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $2,372 | $2,285+3.8% | $3,323-28.6% | $1,974+20.2% |
| Participant deferral / active EE | $6,052 | $3,578+69.2% | $5,121+18.2% | $3,061+97.8% |
| Admin fee / account holder | $0 | $91-100.0% | $6,144-100.0% | $95-100.0% |