Filed February 24, 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 9-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 | $19,334 | $65,061-70.3% | $143,757-86.6% | $66,914-71.1% |
| Participation rate | 79.3% | 65.2%+14.2pp | 80.3%-1.0pp | 69.8%+9.5pp |
| Annual return | -1.89% | -11.14%+9.2pp | -0.04%-1.8pp | 1.58%-3.5pp |
| Employer contribution / active EE | $741 | $2,361-68.6% | $4,951-85.0% | $2,544-70.9% |
| Participant deferral / active EE | $992 | $2,919-66.0% | $5,637-82.4% | $4,237-76.6% |
| Admin fee / account holder | $7 | $502-98.5% | $14,673-99.9% | $593-98.8% |