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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,023 | $56,317+6.6% | $71,209-15.7% | $74,304-19.2% |
| Participation rate | 98.0% | 55.1%+42.9pp | 73.8%+24.3pp | 60.3%+37.7pp |
| Annual return | 11.67% | 42.83%-31.2pp | 282.51%-270.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $4,886 | $2,160+126.2% | $2,721+79.6% | $2,241+118.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $23 | $2,290-99.0% | $5,349-99.6% | $2,969-99.2% |