Filed May 25, 1993
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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,235 | $81,537-0.4% | $149,718-45.7% | $69,631+16.7% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.1%+7.6pp | 70.7%+23.9pp |
| Annual return | 17.66% | 22.79%-5.1pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $956 | $3,239-70.5% | $5,445-82.4% | $2,032-53.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |