Filed December 29, 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,108 | $51,620-2.9% | $90,281-44.5% | $65,185-23.1% |
| Participation rate | 99.3% | 68.6%+30.7pp | 73.3%+26.1pp | 70.2%+29.1pp |
| Annual return | 2.17% | 24.94%-22.8pp | 78.10%-75.9pp | 29.38%-27.2pp |
| Employer contribution / active EE | $4,859 | $2,235+117.4% | $2,854+70.2% | $2,177+123.2% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |