Filed September 28, 1992
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,843 | $85,766+36.2% | $136,294-14.3% | $70,131+66.6% |
| Participation rate | 98.8% | 74.2%+24.7pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 12.68% | 31.45%-18.8pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $8,093 | $2,966+172.8% | $4,695+72.3% | $2,342+245.5% |
| Participant deferral / active EE | $7,116 | $5,051+40.9% | $6,247+13.9% | $3,332+113.6% |
| Admin fee / account holder | $9 | $5,420-99.8% | $9,243-99.9% | $4,645-99.8% |