Filed August 20, 1991
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 | $76,701 | $65,241+17.6% | $126,539-39.4% | $85,563-10.4% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 11.40% | 42.19%-30.8pp | 425.95%-414.5pp | 31.51%-20.1pp |
| Employer contribution / active EE | $13,081 | $1,937+575.2% | $3,674+256.0% | $2,654+393.0% |
| Participant deferral / active EE | $0 | $3,032-100.0% | $4,083-100.0% | $4,375-100.0% |
| Admin fee / account holder | $107 | $1,031-89.6% | $6,065-98.2% | $834-87.1% |