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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,206 | $71,957+5.9% | $67,652+12.6% | $59,188+28.8% |
| Participation rate | 96.4% | 82.7%+13.7pp | 75.7%+20.7pp | 69.4%+26.9pp |
| Annual return | 0.72% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,866 | $2,432+17.8% | $2,266+26.5% | $2,098+36.6% |
| Participant deferral / active EE | $3,448 | $4,211-18.1% | $3,560-3.2% | $3,265+5.6% |
| Admin fee / account holder | $0 | $64-100.0% | $4,821-100.0% | $92-100.0% |