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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,117 | $88,324+156.0% | $115,037+96.6% | $55,191+309.7% |
| Participation rate | 87.6% | 72.5%+15.1pp | 81.4%+6.2pp | 69.2%+18.5pp |
| Annual return | 0.50% | 6.30%-5.8pp | 26.14%-25.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $8,213 | $2,805+192.8% | $4,608+78.2% | $1,899+332.5% |
| Participant deferral / active EE | $7,328 | $5,042+45.3% | $6,026+21.6% | $3,046+140.6% |
| Admin fee / account holder | $34 | $105-67.6% | $8,175-99.6% | $91-62.4% |