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 | $61,082 | $75,419-19.0% | $392,568-84.4% | $67,579-9.6% |
| Participation rate | 95.3% | 74.8%+20.5pp | 78.1%+17.3pp | 71.3%+24.1pp |
| Annual return | 22.15% | 36.70%-14.6pp | 24.42%-2.3pp | 378.56%-356.4pp |
| Employer contribution / active EE | $3,021 | $2,636+14.6% | $3,783-20.1% | $2,148+40.7% |
| Participant deferral / active EE | $8,033 | $4,347+84.8% | $5,985+34.2% | $3,539+127.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,260-100.0% | $142-100.0% |