Filed December 31, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $77,189 | $79,184-2.5% | $102,438-24.6% | $74,546+3.5% |
| Participation rate | 48.3% | 74.8%-26.5pp | 76.5%-28.2pp | 67.2%-18.9pp |
| Annual return | 21.02% | 54.95%-33.9pp | 29.37%-8.4pp | 1366.03%-1345.0pp |
| Employer contribution / active EE | $863 | $2,362-63.4% | $3,024-71.4% | $2,624-67.1% |
| Participant deferral / active EE | $1,502 | $4,414-66.0% | $5,054-70.3% | $4,347-65.4% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,448-100.0% | $1,944-100.0% |