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 | $84,617 | $88,730-4.6% | $82,313+2.8% | $77,958+8.5% |
| Participation rate | 99.2% | 84.5%+14.6pp | 76.9%+22.3pp | 71.6%+27.5pp |
| Annual return | 14.00% | 20.88%-6.9pp | 25.88%-11.9pp | 20.87%-6.9pp |
| Employer contribution / active EE | $3,067 | $2,758+11.2% | $2,428+26.3% | $2,310+32.7% |
| Participant deferral / active EE | $3,734 | $4,634-19.4% | $3,706+0.7% | $3,537+5.6% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |