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 | $230,086 | $80,177+187.0% | $123,892+85.7% | $57,658+299.0% |
| Participation rate | 90.8% | 74.4%+16.4pp | 81.4%+9.4pp | 70.2%+20.6pp |
| Annual return | 8.63% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $8,110 | $2,913+178.4% | $4,617+75.7% | $1,974+310.9% |
| Participant deferral / active EE | $7,776 | $5,130+51.6% | $5,984+29.9% | $3,061+154.1% |
| Admin fee / account holder | $40 | $106-62.4% | $8,357-99.5% | $95-57.7% |