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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,939 | $59,584-88.4% | $86,874-92.0% | $79,386-91.3% |
| Participation rate | 99.6% | 67.7%+31.9pp | 71.6%+27.9pp | 70.7%+28.9pp |
| Annual return | -35.10% | 23.15%-58.2pp | 63.52%-98.6pp | 116.85%-151.9pp |
| Employer contribution / active EE | $3,431 | $1,768+94.1% | $2,495+37.5% | $2,427+41.3% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,699-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $604-100.0% | $5,828-100.0% | $626-100.0% |