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 | $12,771 | $43,466-70.6% | $90,951-86.0% | $90,288-85.9% |
| Participation rate | 92.8% | 62.5%+30.4pp | 69.0%+23.8pp | 73.4%+19.5pp |
| Annual return | 60.07% | 25.26%+34.8pp | 134.60%-74.5pp | 53.97%+6.1pp |
| Employer contribution / active EE | $547 | $840-34.9% | $2,122-74.2% | $2,524-78.3% |
| Participant deferral / active EE | $0 | $2,138-100.0% | $3,373-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $5,959-100.0% | $114-100.0% |