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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,825 | $51,197-0.7% | $82,719-38.6% | $66,914-24.0% |
| Participation rate | 96.9% | 67.8%+29.1pp | 72.6%+24.3pp | 69.8%+27.1pp |
| Annual return | -15.28% | -9.64%-5.6pp | 701.18%-716.5pp | 1.58%-16.9pp |
| Employer contribution / active EE | $4,649 | $2,611+78.1% | $3,009+54.5% | $2,544+82.7% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |