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 | $46,502 | $51,197-9.2% | $82,719-43.8% | $66,914-30.5% |
| Participation rate | 97.2% | 67.8%+29.4pp | 72.6%+24.6pp | 69.8%+27.4pp |
| Annual return | -15.26% | -9.64%-5.6pp | 701.18%-716.4pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,063 | $3,458+46.4% | $4,395+15.2% | $4,237+19.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |