Filed December 7, 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 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.
Annual investment return 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 | $102,083 | $110,299-7.4% | $102,423-0.3% | $199,593-48.9% |
| Participation rate | 99.4% | 86.3%+13.1pp | 76.5%+22.9pp | 72.0%+27.4pp |
| Annual return | 11.62% | 35.73%-24.1pp | 29.32%-17.7pp | 34.25%-22.6pp |
| Employer contribution / active EE | $2,322 | $3,603-35.6% | $3,023-23.2% | $3,034-23.5% |
| Participant deferral / active EE | $5,134 | $6,376-19.5% | $5,053+1.6% | $5,087+0.9% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |