Filed September 21, 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 8-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 | $10,590 | $33,780-68.6% | $74,550-85.8% | $75,289-85.9% |
| Participation rate | 88.4% | 62.7%+25.8pp | 69.1%+19.3pp | 72.4%+16.0pp |
| Annual return | 0.00% | -1.24%+1.2pp | 32.53%-32.5pp | -0.04%0pp |
| Employer contribution / active EE | $753 | $845-10.9% | $1,961-61.6% | $2,405-68.7% |
| Participant deferral / active EE | $0 | $1,890-100.0% | $3,108-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,060-100.0% | $102-100.0% |