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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,393 | $229,191-39.6% | $86,874+59.3% | - |
| Participation rate | 99.0% | 68.8%+30.2pp | 71.6%+27.4pp | - |
| Annual return | 16.15% | 12.30%+3.9pp | 63.52%-47.4pp | - |
| Employer contribution / active EE | $4,714 | $2,220+112.3% | $2,495+88.9% | - |
| Participant deferral / active EE | $5,412 | $3,745+44.5% | $3,699+46.3% | - |
| Admin fee / account holder | $31 | $25,423-99.9% | $5,828-99.5% | - |