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 | $53,782 | $70,115-23.3% | $70,515-23.7% | $80,160-32.9% |
| Participation rate | 94.8% | 71.7%+23.2pp | 68.3%+26.5pp | 72.9%+21.9pp |
| Annual return | 17.05% | 134.51%-117.5pp | 32.77%-15.7pp | 40.38%-23.3pp |
| Employer contribution / active EE | $6,601 | $3,021+118.5% | $2,973+122.0% | $2,978+121.7% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $6,412-100.0% | $145-100.0% |