Filed September 18, 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 | $109,889 | $50,666+116.9% | $76,817+43.1% | $65,185+68.6% |
| Participation rate | 99.1% | 68.8%+30.3pp | 72.1%+27.0pp | 70.2%+28.9pp |
| Annual return | 21.73% | 28.51%-6.8pp | 1166.11%-1144.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $5,467 | $1,575+247.2% | $2,302+137.5% | $2,177+151.2% |
| Participant deferral / active EE | $4,573 | $2,647+72.8% | $3,336+37.1% | $3,514+30.1% |
| Admin fee / account holder | $8 | $463-98.3% | $6,420-99.9% | $847-99.1% |