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 | $131,078 | $89,355+46.7% | $141,162-7.1% | $72,985+79.6% |
| Participation rate | 76.6% | 75.1%+1.5pp | 82.5%-5.8pp | 69.5%+7.1pp |
| Annual return | 17.78% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,768 | $3,114-11.1% | $4,735-41.5% | $2,440+13.4% |
| Participant deferral / active EE | $7,588 | $5,418+40.0% | $6,709+13.1% | $3,607+110.3% |
| Admin fee / account holder | $5 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |