Filed December 29, 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 | $79,146 | $71,802+10.2% | $133,980-40.9% | $57,658+37.3% |
| Participation rate | 85.5% | 85.5%+0.1pp | 87.1%-1.5pp | 70.2%+15.3pp |
| Annual return | 21.57% | 13.51%+8.1pp | 29.30%-7.7pp | 5.13%+16.4pp |
| Employer contribution / active EE | $1,169 | $3,161-63.0% | $5,211-77.6% | $1,974-40.8% |
| Participant deferral / active EE | $2,759 | $4,606-40.1% | $6,282-56.1% | $3,061-9.9% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |