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 | $78,988 | $78,852+0.2% | $76,768+2.9% | $75,289+4.9% |
| Participation rate | 96.8% | 85.0%+11.9pp | 77.0%+19.9pp | 72.4%+24.4pp |
| Annual return | -5.34% | -1.29%-4.1pp | 2.43%-7.8pp | -0.04%-5.3pp |
| Employer contribution / active EE | $3,059 | $2,794+9.5% | $2,485+23.1% | $2,405+27.2% |
| Participant deferral / active EE | $3,880 | $4,800-19.2% | $3,852+0.7% | $3,739+3.8% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |