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 | $46,119 | $50,199-8.1% | $70,092-34.2% | $66,914-31.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -16.14% | -13.85%-2.3pp | 190.73%-206.9pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,510 | $1,864-19.0% | $2,559-41.0% | $2,544-40.7% |
| Participant deferral / active EE | $2,972 | $3,112-4.5% | $3,849-22.8% | $4,237-29.9% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |