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 | $88,494 | $130,141-32.0% | $86,677+2.1% | $77,904+13.6% |
| Participation rate | 97.0% | 85.9%+11.1pp | 76.6%+20.5pp | 73.7%+23.4pp |
| Annual return | -10.94% | -12.75%+1.8pp | 35.91%-46.8pp | 12.21%-23.1pp |
| Employer contribution / active EE | $3,181 | $3,220-1.2% | $2,836+12.2% | $2,848+11.7% |
| Participant deferral / active EE | $4,567 | $5,757-20.7% | $4,656-1.9% | $4,806-5.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,493-100.0% | $133-100.0% |