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 | $59,866 | $60,323-0.8% | $81,812-26.8% | $74,495-19.6% |
| Participation rate | 93.2% | 62.9%+30.4pp | 72.3%+20.9pp | 67.2%+26.0pp |
| Annual return | 21.84% | 16.90%+4.9pp | 773.79%-752.0pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $4,821 | $2,620+84.0% | $2,912+65.6% | $2,623+83.8% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $21 | $1,486-98.6% | $7,386-99.7% | $1,942-98.9% |