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 | $61,112 | $61,052+0.1% | $142,863-57.2% | $79,386-23.0% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.9%+28.1pp | 70.7%+29.3pp |
| Annual return | 30.27% | 16.02%+14.2pp | 5637.54%-5607.3pp | 116.85%-86.6pp |
| Employer contribution / active EE | $10,377 | $1,481+600.9% | $4,144+150.4% | $2,427+327.5% |
| Participant deferral / active EE | $0 | $2,879-100.0% | $3,837-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $659-99.9% | $6,560-100.0% | $626-99.9% |