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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,313 | $82,664+58.9% | $125,339+4.8% | $68,494+91.7% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -11.50% | -5.97%-5.5pp | 572.05%-583.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,107 | $3,381-8.1% | $4,814-35.5% | $2,596+19.7% |
| Participant deferral / active EE | $8,866 | $6,110+45.1% | $7,446+19.1% | $4,027+120.2% |
| Admin fee / account holder | $7 | $6,275-99.9% | $10,010-99.9% | $5,403-99.9% |