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 | $43,569 | $63,321-31.2% | $68,791-36.7% | $77,904-44.1% |
| Participation rate | 99.4% | 71.1%+28.3pp | 69.0%+30.4pp | 73.7%+25.7pp |
| Annual return | 2.50% | -6.50%+9.0pp | -6.38%+8.9pp | 12.21%-9.7pp |
| Employer contribution / active EE | $4,060 | $2,794+45.3% | $2,655+52.9% | $2,848+42.6% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $4,932-100.0% | $133-100.0% |