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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,642 | $56,423-79.4% | $77,163-84.9% | $71,457-83.7% |
| Participation rate | 98.8% | 64.3%+34.4pp | 69.6%+29.2pp | 67.9%+30.8pp |
| Annual return | 89.52% | 19.05%+70.5pp | 37.87%+51.6pp | 28.85%+60.7pp |
| Employer contribution / active EE | $4,910 | $1,866+163.1% | $2,535+93.7% | $2,588+89.8% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,429-100.0% | $5,472-100.0% | $1,587-100.0% |