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 | $101,206 | $144,996-30.2% | $111,297-9.1% | $93,030+8.8% |
| Participation rate | 95.4% | 86.2%+9.2pp | 77.3%+18.1pp | 73.9%+21.5pp |
| Annual return | 19.72% | 18.26%+1.5pp | 54.65%-34.9pp | 158.70%-139.0pp |
| Employer contribution / active EE | $2,997 | $3,056-1.9% | $2,731+9.7% | $2,706+10.8% |
| Participant deferral / active EE | $4,245 | $5,587-24.0% | $4,487-5.4% | $4,562-6.9% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |