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 | $90,266 | $105,247-14.2% | $87,100+3.6% | $77,787+16.0% |
| Participation rate | 97.8% | 85.8%+12.0pp | 76.9%+20.9pp | 73.2%+24.5pp |
| Annual return | 18.28% | 24.52%-6.2pp | 28.19%-9.9pp | 32.57%-14.3pp |
| Employer contribution / active EE | $3,090 | $2,895+6.7% | $2,521+22.5% | $2,504+23.4% |
| Participant deferral / active EE | $4,133 | $5,060-18.3% | $4,049+2.1% | $3,967+4.2% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |