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 | $57,033 | $59,584-4.3% | $86,874-34.4% | $79,386-28.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 71.6%+28.4pp | 70.7%+29.3pp |
| Annual return | 14.80% | 23.15%-8.4pp | 63.52%-48.7pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,425 | $1,768-19.4% | $2,495-42.9% | $2,427-41.3% |
| Participant deferral / active EE | $2,900 | $3,036-4.5% | $3,699-21.6% | $4,046-28.3% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |