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 | $49,364 | $78,339-37.0% | $85,682-42.4% | $93,030-46.9% |
| Participation rate | 97.5% | 72.5%+25.0pp | 69.9%+27.6pp | 73.9%+23.6pp |
| Annual return | 80.45% | 21.17%+59.3pp | 21.49%+59.0pp | 158.70%-78.2pp |
| Employer contribution / active EE | $4,343 | $2,560+69.6% | $2,618+65.9% | $2,706+60.5% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,923-100.0% | $4,562-100.0% |
| Admin fee / account holder | $14 | $104-86.5% | $6,873-99.8% | $152-90.8% |