Filed October 27, 1992 (most recent of 2 filings on file)
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 | $126,661 | $98,750+28.3% | $149,696-15.4% | $79,858+58.6% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 12.67% | 27.43%-14.8pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $12,098 | $5,680+113.0% | $6,842+76.8% | $3,740+223.5% |
| Admin fee / account holder | $38 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |