Filed May 21, 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.
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 | $18,838 | $64,919-71.0% | $392,568-95.2% | $65,185-71.1% |
| Participation rate | 85.8% | 72.0%+13.8pp | 78.1%+7.7pp | 70.2%+15.6pp |
| Annual return | 28.96% | 26.09%+2.9pp | 24.42%+4.5pp | 29.38%-0.4pp |
| Employer contribution / active EE | $2,618 | $2,374+10.3% | $3,783-30.8% | $2,177+20.3% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $8 | $634-98.8% | $6,260-99.9% | $847-99.1% |