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 | $149,945 | $91,407+64.0% | $135,903+10.3% | $71,457+109.8% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.3pp | 67.9%+22.3pp |
| Annual return | 19.61% | 29.90%-10.3pp | 68.23%-48.6pp | 28.85%-9.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,692 | $7,092+79.0% | $7,758+63.6% | $4,289+195.9% |
| Admin fee / account holder | $25 | $1,266-98.0% | $10,762-99.8% | $1,587-98.4% |