Filed January 29, 1993
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.
See 1 actuary disclosure. $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.
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 | $0 | $49,677-100.0% | $14,339-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 3.6%-3.6pp |
| Annual return | 9.27% | 6.68%+2.6pp | 1.15%+8.1pp | 11.88%-2.6pp |
| Employer contribution / active EE | $20,886 | $17,550+19.0% | $26,339-20.7% | $14,612+42.9% |
| Participant deferral / active EE | $0 | $1,230-100.0% | $178-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,605-100.0% | $637-100.0% |