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 | $52,607 | $60,323-12.8% | $81,812-35.7% | $74,495-29.4% |
| Participation rate | 96.2% | 62.9%+33.3pp | 72.3%+23.9pp | 67.2%+29.0pp |
| Annual return | 13.28% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,605 | $3,387+35.9% | $4,319+6.6% | $4,346+6.0% |
| Admin fee / account holder | $29 | $1,486-98.0% | $7,386-99.6% | $1,942-98.5% |