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 | $97,675 | $104,697-6.7% | $96,544+1.2% | $80,160+21.9% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+20.9pp | 72.9%+23.9pp |
| Annual return | 16.17% | 21.78%-5.6pp | 25.84%-9.7pp | 40.38%-24.2pp |
| Employer contribution / active EE | $3,450 | $3,536-2.4% | $2,965+16.4% | $2,978+15.9% |
| Participant deferral / active EE | $4,843 | $6,188-21.7% | $4,851-0.2% | $5,017-3.5% |
| Admin fee / account holder | $0 | $107-100.0% | $8,252-100.0% | $145-100.0% |