Filed October 27, 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 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 | $26,912 | $65,292-58.8% | $71,671-62.5% | $77,958-65.5% |
| Participation rate | 99.7% | 67.4%+32.3pp | 68.7%+31.0pp | 71.6%+28.1pp |
| Annual return | 39.84% | 21.25%+18.6pp | 20.65%+19.2pp | 20.87%+19.0pp |
| Employer contribution / active EE | $3,870 | $2,085+85.6% | $2,460+57.3% | $2,310+67.5% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |