Filed December 23, 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 | $24,348 | $73,283-66.8% | $155,567-84.3% | $106,408-77.1% |
| Participation rate | 99.1% | 73.3%+25.9pp | 78.2%+20.9pp | 69.9%+29.2pp |
| Annual return | 16.27% | 15.76%+0.5pp | 64.74%-48.5pp | 17.37%-1.1pp |
| Employer contribution / active EE | $2,586 | $2,241+15.4% | $4,674-44.7% | $3,361-23.1% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,628-100.0% | $5,567-100.0% |
| Admin fee / account holder | $29 | $56-48.5% | $15,916-99.8% | $79-63.6% |