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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,956 | $102,317+44.6% | $146,958+0.7% | $80,856+83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.71% | 134.76%-125.1pp | 418.34%-408.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,961 | $3,713-20.3% | $4,933-40.0% | $2,755+7.5% |
| Participant deferral / active EE | $8,618 | $6,644+29.7% | $8,070+6.8% | $4,296+100.6% |
| Admin fee / account holder | $3 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |