Filed March 27, 1991
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,028 | $84,948-62.3% | $70,449-54.5% | $73,409-56.4% |
| Participation rate | 94.9% | 79.9%+14.9pp | 75.1%+19.8pp | 72.2%+22.7pp |
| Annual return | 11.54% | 13.39%-1.9pp | 109.03%-97.5pp | 59.29%-47.8pp |
| Employer contribution / active EE | $265 | $2,834-90.6% | $2,737-90.3% | $2,234-88.1% |
| Participant deferral / active EE | $1,937 | $3,387-42.8% | $3,709-47.8% | $3,805-49.1% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |