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.
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 | $55,417 | $44,221+25.3% | $121,196-54.3% | $56,287-1.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | 9.17% | -3.58%+12.8pp | 16.93%-7.8pp | -9.96%+19.1pp |
| Employer contribution / active EE | $16,418 | $1,480+1009.5% | $4,022+308.2% | $2,111+677.7% |
| Participant deferral / active EE | $0 | $2,521-100.0% | $3,344-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $480-100.0% | $5,019-100.0% | $521-100.0% |