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 | $349,854 | $100,801+247.1% | $149,696+133.7% | $73,409+376.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 18.84% | 265.34%-246.5pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $10,862 | $3,312+228.0% | $4,644+133.9% | $2,234+386.3% |
| Participant deferral / active EE | $13,178 | $6,404+105.8% | $6,842+92.6% | $3,805+246.3% |
| Admin fee / account holder | $107 | $181-40.7% | $9,309-98.8% | $158-32.1% |