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 | $219,909 | $80,177+174.3% | $123,892+77.5% | $57,658+281.4% |
| Participation rate | 91.8% | 74.4%+17.4pp | 81.4%+10.4pp | 70.2%+21.6pp |
| Annual return | 9.26% | 17.90%-8.6pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $8,123 | $2,913+178.9% | $4,617+76.0% | $1,974+311.6% |
| Participant deferral / active EE | $8,156 | $5,130+59.0% | $5,984+36.3% | $3,061+166.5% |
| Admin fee / account holder | $40 | $106-62.4% | $8,357-99.5% | $95-57.8% |