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 | $169,442 | $101,317+67.2% | $146,958+15.3% | $74,495+127.5% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.1pp |
| Annual return | 17.89% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,855 | $7,303+89.7% | $8,070+71.7% | $4,346+218.8% |
| Admin fee / account holder | $20 | $1,739-98.8% | $12,998-99.8% | $1,942-99.0% |