Filed June 15, 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 6-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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,768 | $92,813-69.0% | $108,745-73.5% | $65,292-55.9% |
| Participation rate | 95.3% | 84.5%+10.7pp | 77.7%+17.6pp | 72.4%+22.8pp |
| Annual return | 9.67% | 14.67%-5.0pp | 46.22%-36.6pp | 11.84%-2.2pp |
| Employer contribution / active EE | $2,734 | $3,016-9.3% | $3,323-17.7% | $2,302+18.8% |
| Participant deferral / active EE | $6,478 | $5,191+24.8% | $5,121+26.5% | $3,579+81.0% |
| Admin fee / account holder | $0 | $56-100.0% | $6,144-100.0% | $57-100.0% |