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 | $77,720 | $80,211-3.1% | $74,183+4.8% | $63,975+21.5% |
| Participation rate | 97.0% | 84.2%+12.8pp | 76.6%+20.4pp | 71.1%+25.8pp |
| Annual return | 6.64% | 14.13%-7.5pp | 17.74%-11.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $2,973 | $2,553+16.4% | $2,370+25.5% | $2,182+36.3% |
| Participant deferral / active EE | $3,564 | $4,370-18.4% | $3,550+0.4% | $3,356+6.2% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |