Filed December 28, 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,169 | $59,417+26.5% | $93,606-19.7% | $74,495+0.9% |
| Participation rate | 70.2% | 59.7%+10.5pp | 68.7%+1.5pp | 67.2%+3.0pp |
| Annual return | 11.05% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,022 | $1,264-19.1% | $2,420-57.8% | $2,623-61.0% |
| Participant deferral / active EE | $5,110 | $3,050+67.5% | $4,411+15.8% | $4,346+17.6% |
| Admin fee / account holder | $62 | $3,021-97.9% | $8,285-99.3% | $1,942-96.8% |