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 | $94,774 | $176,491-46.3% | $95,952-1.2% | $90,288+5.0% |
| Participation rate | 98.8% | 86.6%+12.2pp | 77.1%+21.7pp | 73.4%+25.4pp |
| Annual return | 12.12% | 20.14%-8.0pp | 91.61%-79.5pp | 53.97%-41.9pp |
| Employer contribution / active EE | $3,123 | $2,789+12.0% | $2,541+22.9% | $2,524+23.7% |
| Participant deferral / active EE | $4,276 | $5,340-19.9% | $4,167+2.6% | $4,232+1.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,795-100.0% | $114-100.0% |