Filed May 25, 1993
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 10-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,684 | $68,413-20.1% | $123,104-55.6% | $55,191-0.9% |
| Participation rate | 89.9% | 84.5%+5.3pp | 86.8%+3.1pp | 69.2%+20.7pp |
| Annual return | 23.27% | 6.30%+17.0pp | 13.22%+10.1pp | 10.78%+12.5pp |
| Employer contribution / active EE | $780 | $3,050-74.4% | $5,151-84.8% | $1,899-58.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,230-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |