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 | $110,844 | $50,199+120.8% | $70,092+58.1% | $66,914+65.6% |
| Participation rate | 98.2% | 66.3%+31.9pp | 70.5%+27.8pp | 69.8%+28.4pp |
| Annual return | -14.94% | -13.85%-1.1pp | 190.73%-205.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $5,437 | $1,864+191.7% | $2,559+112.5% | $2,544+113.7% |
| Participant deferral / active EE | $5,226 | $3,112+67.9% | $3,849+35.8% | $4,237+23.3% |
| Admin fee / account holder | $6 | $600-99.0% | $6,267-99.9% | $593-98.9% |