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 | $274,341 | $75,388+263.9% | $123,544+122.1% | $55,725+392.3% |
| Participation rate | 89.8% | 75.7%+14.1pp | 82.3%+7.5pp | 70.9%+18.9pp |
| Annual return | -4.71% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $10,217 | $3,063+233.5% | $4,628+120.8% | $2,078+391.6% |
| Participant deferral / active EE | $10,056 | $5,651+78.0% | $6,426+56.5% | $3,356+199.7% |
| Admin fee / account holder | $139 | $120+15.9% | $9,284-98.5% | $115+20.5% |