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 | $368,964 | $100,801+266.0% | $149,696+146.5% | $73,409+402.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 17.84% | 265.34%-247.5pp | 276.60%-258.8pp | 59.29%-41.4pp |
| Employer contribution / active EE | $11,159 | $3,312+237.0% | $4,644+140.3% | $2,234+399.6% |
| Participant deferral / active EE | $13,037 | $6,404+103.6% | $6,842+90.5% | $3,805+242.6% |
| Admin fee / account holder | $125 | $181-31.1% | $9,309-98.7% | $158-21.1% |