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 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 | $46,975 | $44,873+4.7% | $79,464-40.9% | $56,287-16.5% |
| Participation rate | 94.4% | 68.7%+25.7pp | 73.3%+21.1pp | 69.9%+24.6pp |
| Annual return | -4.89% | 0.81%-5.7pp | 718.14%-723.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,135 | $2,746+87.0% | $3,704+38.6% | $3,350+53.3% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |