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 | $344,500 | $82,202+319.1% | $125,339+174.9% | $64,808+431.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -8.92% | 3.48%-12.4pp | 572.05%-581.0pp | 32.82%-41.7pp |
| Employer contribution / active EE | $14,026 | $3,615+287.9% | $4,814+191.4% | $2,506+459.7% |
| Participant deferral / active EE | $12,096 | $7,175+68.6% | $7,446+62.4% | $4,310+180.6% |
| Admin fee / account holder | $121 | $163-25.8% | $10,010-98.8% | $188-35.5% |