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 | $18,311 | $56,102-67.4% | $101,794-82.0% | $102,872-82.2% |
| Participation rate | 94.1% | 70.4%+23.8pp | 69.2%+24.9pp | 73.0%+21.1pp |
| Annual return | -3.97% | 14.06%-18.0pp | 30.53%-34.5pp | 19.06%-23.0pp |
| Employer contribution / active EE | $933 | $1,380-32.4% | $2,289-59.2% | $3,526-73.5% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $262-100.0% | $8,777-100.0% | $292-100.0% |