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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,406 | $40,113-79.0% | $84,015-90.0% | $77,787-89.2% |
| Participation rate | 91.9% | 62.8%+29.1pp | 69.0%+22.8pp | 73.2%+18.6pp |
| Annual return | -22.12% | 23.27%-45.4pp | 71.31%-93.4pp | 32.57%-54.7pp |
| Employer contribution / active EE | $374 | $847-55.8% | $1,983-81.1% | $2,504-85.1% |
| Participant deferral / active EE | $0 | $2,030-100.0% | $3,239-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $6,101-100.0% | $100-100.0% |