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 | $18,046 | $48,166-62.5% | $96,562-81.3% | $93,030-80.6% |
| Participation rate | 93.0% | 65.1%+27.9pp | 69.8%+23.2pp | 73.9%+19.1pp |
| Annual return | 45.29% | 21.31%+24.0pp | 37.78%+7.5pp | 158.70%-113.4pp |
| Employer contribution / active EE | $717 | $1,070-32.9% | $2,356-69.6% | $2,706-73.5% |
| Participant deferral / active EE | $0 | $2,576-100.0% | $3,849-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $6,181-100.0% | $152-100.0% |