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 | $63,139 | $71,802-12.1% | $133,980-52.9% | $57,658+9.5% |
| Participation rate | 88.5% | 85.5%+3.0pp | 87.1%+1.4pp | 70.2%+18.2pp |
| Annual return | 7.63% | 13.51%-5.9pp | 29.30%-21.7pp | 5.13%+2.5pp |
| Employer contribution / active EE | $822 | $3,161-74.0% | $5,211-84.2% | $1,974-58.4% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |