Filed July 1, 1994
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.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,380 | $88,515-84.9% | $162,163-91.7% | $67,579-80.2% |
| Participation rate | 92.3% | 86.8%+5.5pp | 87.6%+4.8pp | 71.3%+21.1pp |
| Annual return | 21.16% | 27.04%-5.9pp | 115.59%-94.4pp | 378.56%-357.4pp |
| Employer contribution / active EE | $658 | $3,563-81.5% | $5,614-88.3% | $2,148-69.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $11 | $124-90.9% | $10,843-99.9% | $142-92.1% |