Filed December 8, 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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 12.33% | 3.15%+9.2pp | 1.15%+11.2pp | 7.18%+5.1pp |
| Employer contribution / active EE | $0 | $18,767-100.0% | $26,339-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $67 | $265-74.8% | $178-62.5% | $385-82.7% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |