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 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 | $248,166 | $75,388+229.2% | $123,544+100.9% | $55,725+345.3% |
| Participation rate | 90.2% | 75.7%+14.5pp | 82.3%+7.9pp | 70.9%+19.3pp |
| Annual return | -4.59% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $9,419 | $3,063+207.5% | $4,628+103.5% | $2,078+353.2% |
| Participant deferral / active EE | $9,188 | $5,651+62.6% | $6,426+43.0% | $3,356+173.8% |
| Admin fee / account holder | $126 | $120+5.1% | $9,284-98.6% | $115+9.3% |