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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,111 | $81,357-31.0% | $75,972-26.1% | $199,593-71.9% |
| Participation rate | 91.6% | 69.9%+21.7pp | 69.1%+22.5pp | 72.0%+19.6pp |
| Annual return | 0.08% | 16.32%-16.2pp | 359.55%-359.5pp | 34.25%-34.2pp |
| Employer contribution / active EE | $8,786 | $3,341+163.0% | $2,685+227.3% | $3,034+189.6% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,467-100.0% | $269-100.0% |