Filed September 14, 1992 (most recent of 2 filings on file)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $466,581 | $106,028+340.1% | $146,958+217.5% | $77,643+500.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.66% | 56.73%-41.1pp | 418.34%-402.7pp | 31.24%-15.6pp |
| Employer contribution / active EE | $16,147 | $4,063+297.4% | $4,933+227.3% | $2,726+492.4% |
| Participant deferral / active EE | $16,034 | $7,990+100.7% | $8,070+98.7% | $4,647+245.0% |
| Admin fee / account holder | $205 | $337-39.3% | $12,998-98.4% | $430-52.4% |