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.
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 | $105,198 | $77,813+35.2% | $123,544-14.9% | $64,186+63.9% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.1pp |
| Annual return | -1.84% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,332 | $3,014-22.6% | $4,628-49.6% | $2,381-2.0% |
| Participant deferral / active EE | $5,926 | $5,240+13.1% | $6,426-7.8% | $3,470+70.8% |
| Admin fee / account holder | $17 | $5,519-99.7% | $9,284-99.8% | $4,888-99.6% |