Filed September 15, 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 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 | $31,923 | $43,504-26.6% | $68,793-53.6% | $56,287-43.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -4.54% | -3.15%-1.4pp | -4.63%+0.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,215 | $1,525-20.3% | $2,625-53.7% | $2,111-42.4% |
| Participant deferral / active EE | $2,358 | $2,509-6.0% | $3,311-28.8% | $3,350-29.6% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |