Filed May 21, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,843 | $69,848-65.9% | $115,756-79.4% | $66,914-64.4% |
| Participation rate | 99.3% | 70.6%+28.7pp | 77.1%+22.2pp | 69.8%+29.5pp |
| Annual return | 10.39% | 969.66%-959.3pp | 143.14%-132.8pp | 1.58%+8.8pp |
| Employer contribution / active EE | $3,514 | $2,613+34.5% | $3,793-7.4% | $2,544+38.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $10 | $337-96.9% | $8,124-99.9% | $593-98.2% |