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 | $51,517 | $51,620-0.2% | $90,281-42.9% | $65,185-21.0% |
| Participation rate | 95.6% | 68.6%+27.0pp | 73.3%+22.4pp | 70.2%+25.4pp |
| Annual return | 20.92% | 24.94%-4.0pp | 78.10%-57.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,675 | $2,871+62.9% | $3,885+20.3% | $3,514+33.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,351-100.0% | $847-100.0% |