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 | $18,951 | $48,698-61.1% | $93,606-79.8% | $199,593-90.5% |
| Participation rate | 93.8% | 63.5%+30.3pp | 68.7%+25.1pp | 72.0%+21.9pp |
| Annual return | -9.80% | 15.34%-25.1pp | 133.20%-143.0pp | 34.25%-44.0pp |
| Employer contribution / active EE | $951 | $1,135-16.2% | $2,420-60.7% | $3,034-68.7% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |