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 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,147 | $88,324-77.2% | $115,037-82.5% | $55,191-63.5% |
| Participation rate | 98.7% | 72.5%+26.2pp | 81.4%+17.4pp | 69.2%+29.6pp |
| Annual return | 8.60% | 6.30%+2.3pp | 26.14%-17.5pp | 10.78%-2.2pp |
| Employer contribution / active EE | $1,818 | $2,805-35.2% | $4,608-60.5% | $1,899-4.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-99.7% | $8,175-100.0% | $91-99.6% |