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 | $42,948 | $68,544-37.3% | $115,752-62.9% | $69,631-38.3% |
| Participation rate | 96.6% | 74.0%+22.7pp | 77.8%+18.9pp | 70.7%+25.9pp |
| Annual return | 17.96% | 20.97%-3.0pp | 19.41%-1.4pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,081 | $2,400-13.3% | $3,492-40.4% | $2,032+2.4% |
| Participant deferral / active EE | $5,222 | $3,887+34.3% | $5,204+0.3% | $3,224+62.0% |
| Admin fee / account holder | $0 | $90-100.0% | $6,278-100.0% | $110-100.0% |