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 | $60,135 | $63,745-5.7% | $98,442-38.9% | $79,386-24.2% |
| Participation rate | 96.9% | 69.9%+27.0pp | 73.3%+23.5pp | 70.7%+26.1pp |
| Annual return | 16.84% | 625.80%-609.0pp | 1492.73%-1475.9pp | 116.85%-100.0pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,997 | $3,303+51.3% | $4,276+16.9% | $4,046+23.5% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |