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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,471 | $54,590-11.2% | $81,930-40.8% | $73,488-34.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 16.26% | 17.74%-1.5pp | 29.49%-13.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,299 | $1,636-20.6% | $4,310-69.9% | $2,270-42.8% |
| Participant deferral / active EE | $2,544 | $2,759-7.8% | $7,107-64.2% | $3,740-32.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |