Filed March 10, 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.
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 | $5,994 | $37,196-83.9% | $154,107-96.1% | $55,725-89.2% |
| Participation rate | 97.2% | 64.1%+33.1pp | 83.0%+14.1pp | 70.9%+26.3pp |
| Annual return | -4.24% | 1319.68%-1323.9pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $502 | $1,614-68.9% | $5,298-90.5% | $2,078-75.9% |
| Participant deferral / active EE | $911 | $2,068-56.0% | $5,081-82.1% | $3,356-72.9% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |