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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,257 | $155,795+84.4% | $136,294+110.8% | $69,631+312.5% |
| Participation rate | 90.1% | 75.2%+14.9pp | 81.9%+8.2pp | 70.7%+19.5pp |
| Annual return | 18.48% | 232464.33%-232445.9pp | 5155.94%-5137.5pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $9,862 | $2,991+229.7% | $4,695+110.0% | $2,032+385.3% |
| Participant deferral / active EE | $9,140 | $5,394+69.5% | $6,247+46.3% | $3,224+183.5% |
| Admin fee / account holder | $106 | $128-17.6% | $9,243-98.9% | $110-4.3% |