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 | $280,453 | $155,795+80.0% | $136,294+105.8% | $69,631+302.8% |
| Participation rate | 89.3% | 75.2%+14.0pp | 81.9%+7.3pp | 70.7%+18.6pp |
| Annual return | 18.28% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $9,761 | $2,991+226.4% | $4,695+107.9% | $2,032+380.4% |
| Participant deferral / active EE | $10,319 | $5,394+91.3% | $6,247+65.2% | $3,224+220.1% |
| Admin fee / account holder | $104 | $128-18.8% | $9,243-98.9% | $110-5.7% |