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 | $410,365 | $95,274+330.7% | $135,903+202.0% | $74,419+451.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 19.87% | 32.77%-12.9pp | 68.23%-48.4pp | 34.38%-14.5pp |
| Employer contribution / active EE | $14,832 | $3,874+282.8% | $4,856+205.4% | $2,637+462.4% |
| Participant deferral / active EE | $14,771 | $7,782+89.8% | $7,758+90.4% | $4,528+226.2% |
| Admin fee / account holder | $132 | $266-50.4% | $10,762-98.8% | $348-62.0% |