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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,434 | $45,602+12.8% | $117,472-56.2% | $66,914-23.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 70.6%+29.4pp | 69.8%+30.2pp |
| Annual return | -15.35% | -16.74%+1.4pp | 29.74%-45.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $12,486 | $1,579+690.8% | $4,176+199.0% | $2,544+390.7% |
| Participant deferral / active EE | $0 | $2,845-100.0% | $4,070-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $661-99.9% | $5,645-100.0% | $593-99.9% |