Filed May 18, 1989
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,033 | $48,261-66.8% | $68,793-76.7% | $55,725-71.2% |
| Participation rate | 82.5% | 71.0%+11.5pp | 72.2%+10.3pp | 70.9%+11.7pp |
| Annual return | -4.20% | -2.61%-1.6pp | -4.63%+0.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,625-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $977 | $2,712-64.0% | $3,311-70.5% | $3,356-70.9% |
| Admin fee / account holder | $164 | $126+30.2% | $5,131-96.8% | $115+42.6% |