Filed December 18, 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 | $82,392 | $46,360+77.7% | $147,614-44.2% | $52,331+57.4% |
| Participation rate | 83.3% | 64.9%+18.3pp | 84.6%-1.4pp | 68.1%+15.2pp |
| Annual return | -0.33% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,837 | $2,126-13.6% | $5,564-67.0% | $1,882-2.3% |
| Participant deferral / active EE | $3,500 | $2,258+55.1% | $4,895-28.5% | $3,022+15.8% |
| Admin fee / account holder | $15 | $766-98.1% | $11,611-99.9% | $592-97.5% |